When you’re trying to plan for the future—while managing your busy life—you need someone in your corner. With Northern Financial Services, you do.
At Northern Financial Services, we strive to make a difference in you and your family’s financial lives. We work to uphold a fiduciary standard to provide advice, services, and products that place our clients’ needs and desires first. Our approach is to actively manage your assets and offer guidance, allowing you to be part of each step of your financial planning. Our commitment and passion drive us daily to make a difference in our client’s and their loved ones’ lives.
Northern Financial Services is dedicated to offering you tools, resources and customized solutions designed to help you pursue your financial goals and is committed to your financial wellbeing and future. We’re excited to provide you direct access to a financial services industry experienced professional to assist with your retirement and financial planning needs through our broker dealer
CUSO Financial Services, LP (CFS).
Meet the consultant who’s ready to help you plan your future.
Roland (“Ray”) Stewart
CFS Financial Advisor
CUSO Financial Services, L.P.
Ray has been in the financial services industry for 14 years and is a graduate of State University of New York. He is a licensed professional and takes a holistic approach to financial and retirement planning. Ray believes that the best way to assist his clients is to build a solid relationship. He is extremely customer focused and strives to do what is in the client’s best interest. Ray takes the big picture approach to financial planning, and focuses on relationship building, outstanding customer service, and helping clients achieve their financial and retirement goals. He can help you create a financial plan designed to meet your unique financial goals.
Ray can assist with:
- 401(k) 403(b) and 457 Rollovers
- Retirement Lifestyle Strategies
- Creating Income in Retirement
- Life & Long-Term Care Insurance
- Small Business Services
- Registered through CUSO Financial Services, LP
- Series 7 – Securities Representative
- Series 65 – Investment Advisor
- Life and Health Insurance
“As your financial advisor, my goal is to simplify financial planning for you, and to do my best to help you have the best chance of achieving your financial goals.” –Ray Stewart
To schedule an appointment, email Ray, or call 858.412.1354 today!
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.