Stewart Advisory Services is a financial advisory practice based in Elmira, New York, led by Gregory D. Stewart, CFP, ChFC, RMA, and RICP. The firm helps individuals and families organize their finances and prepare for life before and during retirement, with planning tailored to clients’ goals, needs, and tolerance for risk. It serves retirees and pre-retirees, working professionals, small-business owners, investors at different stages, and bereaved individuals.

Its services include retirement planning, wealth management, portfolio construction and risk management, peak-career wealth-building strategies, and estate strategy. The practice also provides guidance on investment, insurance, tax, and money matters, and offers resources related to lifestyle planning. Its process begins with an introductory consultation, followed by an assessment of the client’s circumstances and goals, development of a plan, and discussion of recommendations. Implementation occurs when the client is comfortable, with ongoing monitoring and regular plan reviews to adjust as circumstances change. Stewart Advisory Services emphasizes practical conversations, long-term relationships, and proactive preparation for retirement.