Broker Check

(661) 254-2981

Theresa M. Stewart, C.P.A. Accountancy Corporation

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management*

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

* These services are offered by Theresa M. Stewart through her affiliation with HD Vest

 

Theresa Stewart

CPA, Registered Representative, Life Agent

(661) 254-2981 x801

(661) 254-2981

Theresa M. Stewart, CPA has been in practice in the Santa Clarita Valley since 1987. She is experienced, results and detailed-oriented, with comprehensive tax, accounting and financial experience, hardworking, friendly and adept at...

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Terri has been with Theresa M. Stewart CPA, An Accountancy Corporation, since March 2015. She brings with her many administrative talents to help keep the organization running in tip top shape. We are happy to have her working in the...

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