Shain Steffens, Aif, Cpfa, Nqpc

Shain Steffens, Aif, Cpfa, Nqpc Email and Phone Number

Managing Partner and Financial Planner @ Steffens Financial
Andover, NJ, US
Shain Steffens, Aif, Cpfa, Nqpc's Location
Andover, New Jersey, United States, United States
Shain Steffens, Aif, Cpfa, Nqpc's Contact Details

Shain Steffens, Aif, Cpfa, Nqpc personal email

Shain Steffens, Aif, Cpfa, Nqpc phone numbers

About Shain Steffens, Aif, Cpfa, Nqpc

At Steffens Financial, our mission is to empower both individual and corporate clients through personalized wealth management strategies that encompass investments, retirement, and estate planning. Our philosophy centers on fostering educated decisions that lead to long-term financial well-being. As a Managing Partner/Financial Consultant, my commitment to discipline and consistency is critical to our clients' success.For corporate clients, our Business Consulting Program includes implementing tax planning strategies, estate planning strategies, and comprehensive portfolio reviews tailored to companies, owners, executives, and employees alike.We take pride in a transparent, consultative approach that has earned us multiple Five Star Wealth Manager Awards and the trust of a diverse clientele. Our advisors operate on a platform free from proprietary product requirements or hidden agendas, with a fee-transparent compensation model. We focus on consultative advice, helping clients make educated decisions that support their financial livelihood.276 US Highway 206, Suite A, Byram Township, NJ 07821 / 973-786-3696“Please see our Terms of Use here: www.commonwealth.com/termsofuse.html”This communication is strictly intended for individuals residing in the states ofFL,GA,MD,NJ,NY,PA.No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.Securities and advisory services offered through Commonwealth Financial Network®. 'Member www.finra.org/www.sipc.com, a Registered Investment Adviser.

Shain Steffens, Aif, Cpfa, Nqpc's Current Company Details
Steffens Financial

Steffens Financial

View
Managing Partner and Financial Planner
Andover, NJ, US
Shain Steffens, Aif, Cpfa, Nqpc Work Experience Details
  • Steffens Financial
    Managing Partner And Financial Planner
    Steffens Financial
    Andover, Nj, Us
  • Steffens Financial
    Managing Partner & Financial Planner
    Steffens Financial Jun 2014 - Present
    276 Us Hwy 206, Suite A, Byram Township, Nj
  • Metlife
    Financial Planner, Financial Services Representative, Investment Advisor Representative
    Metlife Dec 2010 - Jun 2014
    276 Us Hwy 206, Suite A, Byram Township, Nj 07821
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley May 2005 - Dec 2010

Shain Steffens, Aif, Cpfa, Nqpc Skills

Comprehensive Financial Planning Investment Planning Retirement Planning Estate Planning College Education Planning Life And Health Insurance Long Term Care Insurance Disability Insurance

Frequently Asked Questions about Shain Steffens, Aif, Cpfa, Nqpc

What company does Shain Steffens, Aif, Cpfa, Nqpc work for?

Shain Steffens, Aif, Cpfa, Nqpc works for Steffens Financial

What is Shain Steffens, Aif, Cpfa, Nqpc's role at the current company?

Shain Steffens, Aif, Cpfa, Nqpc's current role is Managing Partner and Financial Planner.

What is Shain Steffens, Aif, Cpfa, Nqpc's email address?

Shain Steffens, Aif, Cpfa, Nqpc's email address is sh****@****ail.com

What is Shain Steffens, Aif, Cpfa, Nqpc's direct phone number?

Shain Steffens, Aif, Cpfa, Nqpc's direct phone number is +186243*****

What are some of Shain Steffens, Aif, Cpfa, Nqpc's interests?

Shain Steffens, Aif, Cpfa, Nqpc has interest in Football, Mountain Biking, Technology, Motorcycle Racing, Golf, Fishing, Health, High Fidelity Audio And Video, Outdoors, Snowboarding.

What skills is Shain Steffens, Aif, Cpfa, Nqpc known for?

Shain Steffens, Aif, Cpfa, Nqpc has skills like Comprehensive Financial Planning, Investment Planning, Retirement Planning, Estate Planning, College Education Planning, Life And Health Insurance, Long Term Care Insurance, Disability Insurance.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.