Simply Steward, LLC

"Steve has been fantastic to work with. My wife and I met with him several times to go over our finances and help determine whether we were ready to retire. Steve's combined background in both finance and tax is unique and we have greatly appreciated his advice and insight. Highly recommended!!"

"We've been with Steve for over 4 years now. He's incredibly knowledgable and truly cares about his work. He has always been incredibly responsive when we needed something and has helped us with some very important decisions. He's incredibly trustworthy and I would recommend him to even my closest friends and family."

"I would highly recommend Steve to help you prepare for retirement! My expertise was earning the income; Steve's expertise is managing my investments so I could attain my retirement goals. It's never too late to start working with him."

"Steve Cruice is the consummate professional. Great communication, accessible, and responsive. Highly recommended for your financial advisement needs."

"Steve is an experienced advisor that will tailor a plan very specific to your goals, and preferences. He has proven to be very responsive to any questions, and has meetings with us regularly. Its a welcome change from the investment companies you see on TV. Highly recommended."