Steven is a Financial Advisor who helps clients develop a plan for retirement, manage investments and build, manage, and preserve wealth.
- About Steven
- Questions & Answers
I'm a Certified Financial Planner™ practitioner who helps pre-retirees transition into retirement successfully.
- Bachelor's, Financial Planning, State University of New York at Alfred
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Typical Clients & Fee Structure
People near retirement
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Paid hourly for time spent meeting with a client or working on their behalf.