True Stewards Advisory

Description

True Stewards Advisory is a trusted financial planner in Sanford, FL, dedicated to providing comprehensive financial advising and investment services to high-net-worth families, retirees, pre-retirees, and business owners. Led by Jesse Plunkett, CEPA and CRPC, the firm specializes in personalized financial stewardship that aligns wealth management with client values and life goals. The practice offers extensive investment services including bonds, common stock, brokerage accounts, treasury bills, government securities, and treasury notes. Clients benefit from diverse retirement planning options such as Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, and Educational IRA accounts.