Scott Stewart, CFP® - Prudential Advisors - Walnut Creek, California

Scott Stewart, CFP® - Prudential Advisors

Address: 1990 N California Blvd STE 180, Walnut Creek, CA 94596, United States.

Phone: 7074801263.

Website: prudential.com.

Specialties:

• Financial planner.

Other points of interest:

• Online appointments,
• On-site services,
• Wheelchair-accessible car park,
• Wheelchair-accessible entrance,
• Wheelchair-accessible toilet,
• Toilet,
• Appointments recommended.

Scott Stewart, a Certified Financial Planner (CFP®) and Prudential Advisor, is a highly respected professional in the field of financial planning. His expertise and commitment to excellent service have made him a sought-after advisor for individuals and families seeking to secure their financial future.

With a clear focus on financial planning, Scott and his team work closely with clients to understand their unique financial situations, goals, and concerns. They craft personalized financial plans that not only help clients achieve their current objectives but also prepare them for long-term financial stability.

One of the most notable aspects of Scott's service is his ability to communicate complex financial concepts in a clear, understandable manner. This approach has been praised by many clients, who appreciate the transparency and thoroughness with which Scott and his team explain their recommendations.

Opinions: This company has 5 reviews on Google My Business with an average rating of 4.2/5. Clients have praised Scott and his team for their professionalism, personalized approach, and exceptional service. Many have noted the comprehensive nature of the plans provided and the additional resources and data shared with clients. The team's ability to address specific concerns and provide tailored solutions has been particularly appreciated by clients.

Average opinion: Clients have found Scott Stewart and his team to be highly knowledgeable, personable, and dedicated to their clients' success. They have consistently delivered personalized financial plans that meet their clients' needs and have gone above and beyond to provide additional resources and support. These positive reviews reflect the high level of trust and satisfaction clients have in Scott's services.

👍 Reviews of Scott Stewart, CFP® - Prudential Advisors

Mike A. J.

5/5

It's been a pleasure working with Scott over the past year. He and his team have helped my wife and I put together a financial game plan that has created clarity and profits. Easy to work with and recommend his service!

Michael O.

5/5

Scott was great, we hired him for a family financial plan. Very personable, and walked us through the entire process start to finish. Everything was clearly explained, and he provided tons of additional data in addition to a comprehensive written plan and analysis - including lots of things we had never considered. Would highly recommend.

Erik W.

5/5

Scott helped my wife and I get set up with life insurances and 529 for our kids. Great to work with, knowledgeable and prompt. Would recommend Scott to anyone for financial planning.

John M.

5/5

I saw Scott for my disability insurance and some financial planning. He did a great job. Very personable and rapid replies to any questions. I would definitely recommend his service.

P L.

1/5

Run of the mill. Could have just used Google or ChatGPT.