Ned Steiger, Cfa Email & Phone Number

Ned is a Financial Advisor with Commonwealth Financial Network® for families and individuals with a process to develop a comprehensive wealth strategy so that clients can achieve and visualize their financial roadmap ahead. Ned develops a financial plan with the right investments that fits your life goals. Ned is a Fiduciary, who provides an ongoing level of care, relative to best interest (which is a point in time care standard). Our process is differentiated by how we seek to understand client concerns, aspirations and contribute our efforts to enhance their quality of life. The outcome is to align wealth with purpose. We serve clients throughout the U.S. Our process assists people who (i) wish to make smart decisions about their investments; (ii) wish to have a second opinion about their financial roadmap; (iii) have assets in different locations and want assistance to understand how their resources may work together; (iv) want a caring advisor and a fiduciary standard of care; (v) are busy and wish to delegate or employ assistance; (vi) need assistance due to a change in their life creating financial challenges and opportunities.Ned managed individual and institutional client portfolios since 2001 as a Senior Portfolio Manager at a regional bank's investment division and at a financial advisory firm. Ned has always been detailed oriented, serving as a securities analyst in New York City for bonds and stock securities. He began his career in audit, tax and transaction advisory services at PwC in Boston. Ned has advised clients to identify and clarify their financial goals through challenging periods such as the dot-com bubble of 2000, the mortgage market 2007-2008 and the virus in 2020. Contact Ned at 860-215-2931 with an office at 15 North Main Street West Hartford, CT 06107. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Listed skills include Portfolio Management, Accounting, Fixed Income, Equity Research, and 8 others.