Income Strategies, Tax Planning, Money Management and More…

At The Stewart Insurance & Financial Services Agency We Have You Covered

Welcome to Stewart Insurance and Financial Services Agency

Charlie Stewart Financial Advisor

Charlie has been a Financial advisor and insurance specialist for over 20 years. His experience includes opportunities with Fortune 500 companies such as Morgan Stanley and Fifth Third Bank. 

Charlie’s experience is supplemented with a Master of Business Administration (MBA) with a Finance concentration from the DeVry University Keller Graduate School of Management as well as a Bachelor of Economics from Northern Illinois University.

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Our Services

Income Strategies

Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.

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Tax Planning

Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.

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Money Management

One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.

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