About Eaglerock Financial

At Eaglerock Financial, we help our clients map out and navigate every aspect of their personal finances. Our goal is to help our clients create stability and independence, and for this we provide the most personal service available. We have a reputation for excellence in our industry, one that we have earned over the years. We are proud of this reputation and we are passionate about what we do

Stuart Steinberg, CPA, MBA

LPI Investment Advisor Representative

• Phone: 978-864-9581
• Mobile: 617-416-0023
• Fax: 339-883-3030
• E-mail: stu@eaglerockfinancial.net

With more than 20 years of experience in the financial services industry, Stu Steinberg brings a wealth of perspective and credentials to his work. Stu founded Eaglerock Financial to help provide financial strategies to individuals, families, and small businesses. He is passionate about empowering his clients by educating them about their financial lives. Stu is highly energetic and brings a sense of optimism, creative problem-solving, and a deep level of commitment to every Eaglerock client.

Stu received a B.A. in economics from Union College in 1988. He graduated from Suffolk University’s Executive MBA program in 1991. He is a Registered Representative and an Investment Advisor Representative (6, 7, 63) through LPL Financial in the states of CA, CT, FL, MA, MD, ME, NH, NJ, NY and RI. Stu is also a Certified Public Accountant (MA License #23037).

Stu is active in the Newburyport Chamber of Commerce and regularly provides financial commentary on WNBP AM 1450. He is a member of the Financial Services Institute.

Stu lives in Newburyport, Massachusetts with his wife, Kristine, and their three children, Drew, Hannah, and Jade.

Scott Kadish, EA, MBA

LPL Investment Advisor Representative

Eaglerock proudly welcomes Scott Kadish, EA, MBA as a financial consultant and VP of Tax. Prior to joining Eaglerock, Scott worked for 5 years at Bank of America and Merrill Lynch as an investment specialist as well as operated his own tax preparation business. He brings a wealth of knowledge in many areas of the financial world.

Scott received a B.A. from Colby College in 1994 and graduated from Brandeis University’s Heller School MBA program in 2008. He is a Registered Representative and Investment Advisor Representative (6, 7, and 63) through LPL Financial in MA. Scott is also an Enrolled Agent allowing him to practice before the IRS (IRS License #98069).

Scott is committed to helping families and small businesses achieve their financial goals whether it is saving for retirement, understanding the cost of a college education, or preparing their income taxes. His primary objective is to understand his client’s needs and identify financial solutions that will help them pursue their goals.

A native of Marblehead, Scott currently lives in Worcester, Massachusetts with his wife Stacey, two daughters Cassie and Daphnie, and dog Chase.