Stewardship Investments Inc. - Bagley, MN

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Stewardship Investments Inc.: A Comprehensive Overview

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For individuals and families seeking reliable and experienced financial guidance, Stewardship Investments Inc. stands as a respected firm dedicated to providing comprehensive financial planning services. Located in Bagley, Minnesota, at 24414 Daniel Lake Drive, the company offers a personalized approach to wealth management, focusing on long-term financial security and achieving client goals. With a strong commitment to client satisfaction and accessibility, Stewardship Investments Inc. is well-positioned to assist those navigating the complexities of investments and retirement planning.

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Company Details & Contact Information

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Stewardship Investments Inc. operates from its headquarters in Bagley, Minnesota. Prospective clients can easily reach the firm through the following:

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• Address: 24414 Daniel Lake Drive, Bagley, MN 56621

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• Phone: 2187852962

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• Website: stewardshipinv.com

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The firm’s website offers valuable resources, including information on their services, investment philosophy, and team members. It also allows clients to schedule appointments directly with a financial planner.

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Specialties and Services

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Stewardship Investments Inc. specializes in financial planning, catering to a diverse range of client needs. Their expertise encompasses:

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• Retirement Planning

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• Investment Management

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• Estate Planning

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• Education Savings

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• Insurance Planning

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The firm’s approach is centered around developing tailored strategies aligned with each client’s unique circumstances, risk tolerance, and financial objectives. They prioritize building long-term relationships based on trust and transparency. They seem to place a considerable emphasis on understanding a client’s entire financial picture, not just individual investments.

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Accessibility and Amenities

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Stewardship Investments Inc. demonstrates a strong commitment to inclusivity and client comfort. The office building is equipped with several accessibility features, including:

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• Wheelchair accessible entrance

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• Wheelchair accessible parking lot

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• Wheelchair accessible restroom

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• Restroom facilities

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Appointments are recommended to ensure sufficient time for a thorough consultation and to discuss financial goals in detail. The firm understands the importance of making the process as convenient and stress-free as possible for their clients.

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Client Feedback and Reputation

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Based on publicly available information, Stewardship Investments Inc. has garnered positive feedback from its clients. As of today, the company has received 1 reviews on Google My Business, with an average rating of 4/5. These reviews suggest a commitment to diligent service and building client confidence. While it appears the transition of assets has taken some time, clients are expressing optimism about the future of their relationship with the firm. The feedback indicates a focus on personalized attention and a willingness to adapt strategies as client needs evolve. It’s clear that the emphasis is on a gradual, considered approach – a strategy that likely fosters stability and long-term partnerships.

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Key Characteristics & Philosophy

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Stewardship Investments Inc. operates under a philosophy of long-term, sustainable investing. They believe in building portfolios that are not only designed to generate returns but also aligned with a client’s values and long-term goals. The firm emphasizes ongoing communication and regular portfolio reviews to ensure that strategies remain effective and relevant. A core tenet of their approach is a detailed understanding of the client’s situation, factoring in not just current assets but also future aspirations and potential life events. They strive to be more than just an investment manager; they aim to be a trusted advisor and partner in their clients’ financial journeys. Their dedication to client well-being suggests a holistic view of financial planning, encompassing more than just monetary returns.

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Further Information: To gain a deeper understanding of Stewardship Investments Inc., we recommend visiting their website at stewardshipinv.com. You can also contact them directly at 2187852962 to schedule an initial consultation.

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👍 Reviews of Stewardship Investments Inc.