Stewardship Concepts Financial Services
Financial Services • 
Spokane, Washington, United States • 1-10 Employees
Company overview
| Headquarters | 7307 N Division St, Suite 205, Spokane, Washington 99208, US |
| Phone number | +15094430845 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Advising, Financial Planning, Tax Planning, Investment Management, Cfp®, Roth Conversions, Age 50+, Certified Financial Planner®, $1M+ In A 401K, Spokane Retirees |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
Key Contact at Stewardship Concepts Financial Services
Amy Drury
Financial Planner and Owner
Stewardship Concepts Financial Services Email Formats
Stewardship Concepts Financial Services uses 1 email format. The most common is {first initial} (e.g., j@scfinancials.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@scfinancials.com | 100% |
About Stewardship Concepts Financial Services
We help Spokane retirees over age 50 with $1 million or more in a 401(k) with Roth Conversions. We maximize your 401(k) by minimizing taxes and risk through smart financial planning, tax-efficient withdrawals, and investment management. Our firm has been around since 1998. We’re fee-only, meaning we don’t sell insurance or earn commissions. We’re paid a flat financial planning fee or a percentage (around 1%) of the assets we manage. Our team of financial advisors includes three CFP® professionals with over 50 years of combined experience. When you work with one of us, you get the strength of the whole team. *Stewardship Concepts Financial Services LLC is a registered investment adviser in the State of Washington, Idaho and Montana. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. *
Stewardship Concepts Financial Services revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Stewardship Concepts Financial Services has never raised funding before.
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