WELCOME  



Independent


Fee-Only, Fixed or Hourly


Sensibly Priced


 

 

Stewardship Financial Services, Inc.
39A Cedar Street
Dobbs Ferry, NY 10522
tel: 914.380.1421
fax: 914.380.1388
email@stewardshipfs.com


 

ABOUT US


 

Stewardship sells no products, has no minimum asset requirements and earns no commissions. One hundred percent of our revenue comes from our clients.  This structure enables us to focus exclusively on the needs of you, our client.

Most financial planners earn revenue from commissions or from a percentage of assets managed.  The products they offer may be limited, fees can be expensive, and account minimums may preclude you from becoming a client.  None of these issues exist with Stewardship.  We offer fixed-fee and hourly-based financial advice.  Our fees are modest.  We have the entire universe of financial products at our disposal enabling us to recommend the best products and advise how to buy them at the best prices.

Stewardship works hard to minimize your costs while at the same time providing you quality advice and product recommendations.

Our Services

 


 

Meet
John Belluardo

Stewardship Financial Services, Inc. was founded by John Belluardo in 2003. In addition to his work at Stewardship, John has 20 years of experience in the financial services industry, evenly split between Morgan Stanley and TIAA-CREF. John holds a Charted Financial Consultant (ChFC) designation from The American College in Pennsylvania, a Masters degree in Religion from Fordham University and an undergraduate degree from Syracuse University.

John is married to Sherry, a school teacher. They live in Westchester with their dog, Murray, and cats Boots, Marla and Samantha.

 

 
 
 
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