Wise Steward Corporation is a comprehensive financial services firm that works with trusts, families, individuals, non-profits, and business owners. The advisory team assists with retirement plans, financial planning, and insurance options. Individuals and businesses can benefit from the multiple retirement options including 401(k) planning, profit sharing, money purchasing plans, SEP and SIMPLE IRAs, defined benefit plans, and non-qualified deferred compensation accounts. Clients can buy or sell insurance as part of an investment portfolio. There are also policies for health, dental, life, disability income, and long term care coverage. Financial planning services cover trusts, institutional wealth management, and education planning.
Anaheim, CA 92807