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William Stewart - Rehmann

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Bill Stewart | CLU®, ChFC® | Principal, Financial Advisor

Troy, MI | 248.458.7877 | Email
Video Introduction

Education

BBA
University of Michigan

Service Areas | Retirement planning, investment planning, insurance planning, comprehensive financial planning

Bill is a principal and financial advisor for Rehmann Financial and located in the Troy office.

Experience

Since 1988 Bill has provided financial planning, investment consulting services and retirement planning to high net worth individuals, families and business owners. He uses a comprehensive and consultative process to help clients build, preserve and transfer wealth in a tax-efficient manner.

Bill is the founder of SWAN (Services for Women Alone Network), a Michigan based professional services network dedicated to educating women on a wide array of financial topics including retirement, investments and financial planning. As a corporate consultant, some of his past clients include several Midwest CPA firms and a national financial services organization.

He holds two professional designations, Chartered Financial Consultant and Chartered Life Underwriter, and diligently stays current on industry issues through continuing education classes.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates. Fixed and/or Traditional Insurance Services offered through Rehmann Insurance Group. Rehmann Insurance Group is not affiliated with Royal Alliance Associates, Inc or registered as a broker-dealer or investment advisor.1500 W. Big Beaver Rd., 2nd Floor, Troy, MI 48084 | 248.952.5000.

Thought Leadership

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