Stewart Planning Group

Kathy Bergman 

on Google

5 years ago

It is with great pleasure that we write to recommend the services of Stewart Planning Group. Chay and Katie are very dedicated individuals who work for their clients and follow through on every part of the process. We would give Chay and Katie our highest recommendation. Their attention to details and knowledge of the field is invaluable to us. They know the market inside and out and have done so much more than what is required or expected. We see Chay and Katie as leaders in the industry. They have the innate ability and de... read more

Russell Bryant 

on Google

6 years ago

Stay clear of Stewart Planning Group. They do not know the basics as to proper State and Federal legal document requirements. When you do bring up an issue, they do not return your calls and do not offer any explanation, research or assistance to fix "their" mistake. I have had to hire an attorney to correct the mess that they created and are unwilling to admit. Do your homework, stay clear of this financial planner. 

Carolyn Brenner 

on Google

6 years ago

Katie and Chay have helped me plan for my retirement and have shown me how to make my money work for the future. They not only have professional expertise, but explain complex money matters in an easy to understand manner. I recommend Stewart Planning Group to anyone interested in peace-of-mind retirement. 

Ron Zimmet 

on Google

6 years ago

I have had the opportunity to work with Chay and Katy Stewart often over the years. As I client myself, I was and continue to be very impressed with their professionalism and the results they provide. So much so that I have referred many clients, friends and family to the Stewarts and they have all been very happy and thankful for the referral. I highly recommend Stewart Planning.