Amy  Drury,  CFP<sup>&reg;</sup> - Financial Advisor

Amy Drury, CFP®

Financial Planner

Stewardship Concepts Financial Services LLC

7303 N Division St, Suite 205
Spokane, WA 99208
FINANCIAL ADVISOR'S WEBSITE
(509) 443-0845

General

Amy Drury is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Stewardship Concepts Financial Services LLC in Spokane, WA and the surrounding communities.

Financial Advisor Overview

I specialize in working with individuals who are a few years away from retirement, helping them determine whether they’re on track to retire comfortably. We also provide guidance on tax-efficient strategies in retirement such as roth conversions or qualified charitable distributions.

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Financial Advisor Experience

Amy Drury is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Amy serves clients at Stewardship Concepts Financial Services in Spokane, WA and the surrounding communities. She has been in the financial planning industry for 11 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Retirement, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources