Steve Strout

Steve Strout Email and Phone Number

Financial Planner @ Prudential Advisors
Portland, ME, US
Steve Strout's Location
Portland, Maine, United States, United States
Steve Strout's Contact Details

Steve Strout personal email

n/a

Steve Strout phone numbers

About Steve Strout

Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee.Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non-product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both.My financial planning services cover:• Retirement planning• Education planning• Estate planning strategies• Risk Management• Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow Statements

Steve Strout's Current Company Details
Prudential Advisors

Prudential Advisors

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Financial Planner
Portland, ME, US
Website:
prudentialadvisors.com
Employees:
466
Steve Strout Work Experience Details
  • Prudential Advisors
    Financial Planner
    Prudential Advisors
    Portland, Me, Us
    View
  • Prudential Financial
    Financial Planner
    Prudential Financial Mar 2018 - Present
    600 Southborough Drive, Suite 103, South Portland, Me. 04106
    • Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment.
  • The Axial Company
    Wealth Management Consultant
    The Axial Company Sep 2015 - Aug 2017
    152 U.S. One, Suite 11 Scarborough, Me.04074
    View
  • Burd & Dalessandro, A Financial Advisory Practice Of Ameriprise Financial Services, Inc.
    Financial Advisor
    Burd & Dalessandro, A Financial Advisory Practice Of Ameriprise Financial Services, Inc. Mar 2012 - Jun 2015
    View
  • Gorham Savings Bank
    Vp / Senior Business Officer
    Gorham Savings Bank Mar 2004 - Mar 2011
    Portland, Maine Area
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  • Keybank
    Vice President, Vice President, Relationship Manager
    Keybank Jun 1980 - Mar 2004
    View

Steve Strout Skills

Banking Finance Loans Management Credit Portfolio Management Strategic Planning Leadership Small Business Lending Financial Analysis Investments Customer Service Commercial Banking Insurance Retail Banking

Steve Strout Education Details

  • Northern New England School Of Banking At The University Of New Hampshire
    Northern New England School Of Banking At The University Of New Hampshire
  • New England School Of Banking At Williams College
    New England School Of Banking At Williams College

Frequently Asked Questions about Steve Strout

What company does Steve Strout work for?

Steve Strout works for Prudential Advisors

What is Steve Strout's role at the current company?

Steve Strout's current role is Financial Planner.

What is Steve Strout's email address?

Steve Strout's email address is st****@****ial.com

What is Steve Strout's direct phone number?

Steve Strout's direct phone number is +120777*****

What schools did Steve Strout attend?

Steve Strout attended Northern New England School Of Banking At The University Of New Hampshire, New England School Of Banking At Williams College.

What are some of Steve Strout's interests?

Steve Strout has interest in Golf, Camping, Children, Fishing.

What skills is Steve Strout known for?

Steve Strout has skills like Banking, Finance, Loans, Management, Credit, Portfolio Management, Strategic Planning, Leadership, Small Business Lending, Financial Analysis, Investments, Customer Service.

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