C Brian Stewart - Financial Advisor, Ameriprise Financial Services, LLC
4440 PGA Boulevard, Palm Beach Gardens, Florida 33410
About the Business
C Brian Stewart - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious institution located at 4440 PGA Boulevard, Palm Beach Gardens, Florida, United States. Specializing in finance, the institution offers a wide range of certifications and designations to ensure that their advisors are highly qualified and knowledgeable in various aspects of financial planning. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the advisors at C Brian Stewart are well-equipped to assist clients with their financial needs. With certifications such as the AEP®, AIF®, and CFP®, clients can trust that they are working with professionals who adhere to high ethical standards and have a thorough understanding of complex financial concepts. Additionally, the institution offers specialized certifications such as the Certified Divorce Financial Analyst and the Certified Kingdom Advisor® to cater to specific client needs. Whether clients are looking for retirement planning, estate planning, or investment management, C Brian Stewart - Financial Advisor, Ameriprise Financial Services, LLC has the expertise to provide comprehensive and personalized financial advice.
Photos
Contacts
4440 PGA Boulevard Suite #600, Palm Beach Gardens, FL 33410, United States
Opening hours
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
13:00 - 16:00
Sunday:
13:00 - 16:00
Reviews
"My accountant, who has been his client for several decades, highly recommended Brian Stewart as I prepared for my retirement. He adjusted his schedule to meet my daughter and I on a Sunday afternoon. Our first meeting and all subsequent meetings and conversations have never been rushed. Brian takes the time to explain decisions, provide additional literature and answer all of my questions offering sound advise. Brian is very personable, professional and attentive. I feel he is truly vested to ensure my best possible outcome and I am very happy to say he's my financial advisor!"
"I was introduced to Brian by a colleague over 10 years ago. Brian took the time to really get to know me and my financial goals. From day one I felt very comfortable. He is always available to answer questions – I call or text and he responds within moments. Brian has put my mind at ease with his competent, wise and skillful placement of my money. He takes the time needed to explain my options, in layman’s terms, stays in regular contact with me and is very flexible with his schedule when meeting in person. Brian has also been invaluable with my 401(k) plan at work. As I near retirement, I have every confidence in Brian that my investments are on track with my needs and goals. I have recommended Brian to my friends and family and I will continue to highly recommend his services – he truly cares."
"Brian has been our family's financial advisor for the last 8 years. He has always been very informative and available to us. He routinely gets in touch with us to report and council us on our investments. His recommendations have consistently been right on! We are very happy to be associated with him!"
"My family and I have know Brian Stewart for over 20 years and I have been working with him regarding my own finances since 2011. Brian always offers sound advice and listens to my requirements and long term goals. Throughout the years we have met/spoke regularly and he is always available to answer questions. Brian is a knowledgeable and professional financial advisor. He is honest, reliable, and ethical. I would highly recommend him!"
"Brian has been my financial advisor for nearly 15 years. I find both his integrity and scope of knowledge to be invaluable. He contacts me regularly and we meet several times a year to review my portfolio. I appreciate his flexibility, due to my schedule, we sometimes must meet in the evening or on the weekend. He provides ongoing financial advise as my needs change and the markets fluctuate. I feel very secure in my retirement as a result of working with Brian. Due to his honesty and integrity, I have recommended his services to both friends and family and will continue to do so in the future."
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