The Stewardship Solution - Valencia, California

Address: 25350 Magic Mountain Pkwy Suite 300, Valencia, CA 91355.
Phone: 18294154.
Website: thestewardshipsolution.com.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 4.6/5.

Location of The Stewardship Solution

The Stewardship Solution is a financial planning specialist that can be found at Address: 25350 Magic Mountain Pkwy Suite 3

Reviews of The Stewardship Solution

The Stewardship Solution - Valencia, California
Diana Vaughan-Jones
5/5

I've worked with The Stewardship Solution for over 18 years. Derrik Hubbard has guided me successfully through the years with my retirement planning. He is personable, easy to contact, very thorough in any financial explanations or instructions, follows through, and is also very patient. Even his office staff offers good customer service and is accountable. I am extremely pleased with his company and I would recommend it and him to anyone, single or married. I believe I would not be in my comfortable retirement position if it was not for Derrik. Whether you have pensions, 401k, 403s, annuities, savings, etc,, The Stewardship Solution, LLC is an excellent choice for any financial and/or retirement planning.

The Stewardship Solution - Valencia, California
Sam Erdman
5/5

The Stewardship Solution organization, led by Derrik Hubbard, has been my go to retirement / investment resource for many years. The fact that I'm fully ready for retirement spoaks volumes about his engagement and effort on my behalf. He knows his stuff and stays on top of new investment opportunities and trends. And he's a straight shooter, letting you know if what you want to do is reasonable and attainable or pie in the sky. If you want someone that will honestly engage with you to plan a solid future, Derrik is your guy.

The Stewardship Solution - Valencia, California
Richard Engel
5/5

My wife and I really appreciate Derrik's insight and help with our financial planning. I didn't do a very good job preparing for retirement, but with his help we have our ducks in a row and we are set to look forward to it when it comes. We have a date and it looks like we are in good shape. He knows his products and how to manage them, so we would highly recommend his services.

The Stewardship Solution - Valencia, California
Doreen Schwamb
5/5

Excellent service, very professional in handling financial planning. We have worked with Derrik for over 10 years and have been extremely pleased with his financial management. He has a good pulse on the stock market and in helping us plan for our future. If you are looking for a reputable and trustworthy person to guide you through the labyrinth of financial planning, he is your guy!

The Stewardship Solution - Valencia, California
Vera Bierend
5/5

Derrik has been wonderfully sensitive to my husband and me. I have health issues that caused rescheduling of appointments at the last minute and Derrik made himself available to help us get our retirement plans in check. He spent a great deal of time with us and asked the important questions to help us make decisions for our future. We look forward to our next meeting with him, to review some options to help us keep our hard-earned savings working for us beyond sitting in a passbook savings account. I looked for a financial advisor for a long time before finding Derrik. Years ago, we thought we were setting up a living trust, only to find that our rep wanted thousands of dollars from us to invest in a specific life insurance product that he represented. We didn't trust in advisors for years. As I interviewed advisors, I insisted that they be an independent advisor who could show us many products to invest in. We are extremely pleased with Derrik's hard work on our behalf.

The Stewardship Solution - Valencia, California
Janet Gibson
5/5

Being able to have peace of mind regarding my finances, being able to have a quality of life that’s comfortable is the result of working with my financial advisor, Derrik Hubbard. He knows the financial business and never tires of making sure his clients receive the best service and best results. He is there for me and I can’t say enough about how thankful I am for all he does.

The Stewardship Solution - Valencia, California
Rebecca Rich
5/5

I was fortunate enough to attend one of Derrik's seminars at College of the Canyon recently. As detailed oriented as I am at work, when it comes to investments, annuities and 401k, I have to admit I was at a loss or just too lazy to deal with it. I found Derrik to be extremely patient, thorough and helpful during the seminar as well as during our meetings after the seminar was over.

The Stewardship Solution - Valencia, California
Mark Koehler
5/5

Outstanding Financial Leadership! We thought we had our finances under control until we called The Stewardship Solution. A few years later I became disabled and no longer able to work, but our finances were in order and we're doing fine. Please do yourself a favor and give them a call. Your Financial Freedom is at stake. The Stewardship Solution is also Dave Ramsey certified.

Go up