Stairway Financial Solutions Inc.

Our lives are made up of many steps. Whether you are building a business, growing a family, or planning for retirement, every step matters. Each step requires time and preparation.

We provide Clients with clarity via their personalized financial plan. We empower them to make the right decisions so they can feel confident about their future. Life sometimes presents obstacles and we help mitigate the risk associated with those while helping you advance with an investment strategy you are comfortable with. 

Client Testimonials

The level of commitment shown by Stairway Financial really impressed us. We value how they put together a full financial strategy for us. This strategy needs to work for us for at least the next 25 years. We feel safe and confident that Stairway will continue to focus on our needs moving forward. They’re always ready to answer our questions and seem to be genuinely passionate about their work. They’re focused, thorough, and we appreciate their energy and enthusiasm in what they do.

- B. and L. P.- Retired

I feel more comfortable about the future since working with Stairway Financial. We have a financial strategy to meet our goals, maintain our lifestyle and be able to retire. I find their team very responsive, prepared for our meetings, as well as knowledgeable and attentive. I’m not afraid to recommend Stairway Financial to others. They value their commitment and plan to be in the financial services industry for many years to come.

- D. S.-Teacher

We now have peace of mind thanks to working with Stairway Financial. They listen and ask questions to find out the real issues and offer valuable solutions that are implementable. Together, we’ve built a financial strategy to reach our goals, and they truly want what’s best for us. There’s a lot of foundation work done for future meetings. We’re able to look at both personal and business financial solutions, which is important to us. We’ll be happy to introduce both family and other business owners to Stairway Financial.

- K. and A. B.- Business Owners

Having Stairway Financial as my advisor has taken away a lot of stress for me. I find that we share similar professional goals. They have the knowledge, the education and the right industry designations, which is exactly what I need and appreciate. Their entire team is great to work with, offering support and helping with whenever needed. They’re always willing to work with me, and knowing I have a financial plan that I’m comfortable with is indispensable- as are they to me!

- M. O.- Optometrist

I really appreciated the tax and estate planning advice that Stairway Financial provided me when I was dealing with the challenge of both a family estate and a retirement payout. Their advisory team is competent, friendly and follows up with me regularly - that means a lot to me. They’re very pro-active in learning what is important and will benefit me as the Client. I now feel more confident about the future ahead for my husband and myself.

- L. D.- Healthcare Professional