Broker Check

Clients We Work With

Guiding Clients Every Step of The Way 

We have personal experience working with individuals and companies from varying walks of life, which can often present unique opportunities and challenges.  Leveraging our experience, we guide our clients through custom solutions unique to their specific needs.  Below are examples of some of the clients we have tailored solutions for.  

Accountants

Accountants


-
Architects

Architects


-
Attorneys

Attorneys


-
Automotive

Automotive


-
Business Owners / Entrepreneurs

Business Owners / Entrepreneurs

From various sectors/industries

-
Counselors / Counseling Centers

Counselors / Counseling Centers


-
Distributors

Distributors


-
Divorcees

Divorcees


Learn More
Doctors / Physicians

Doctors / Physicians

(Hospital Setting or Private Practice)

-
Employees of Private & Public Companies

Employees of Private & Public Companies


-
Engineers

Engineers


-
Entertainers / Performers

Entertainers / Performers

 i.e. Actors, Models, Musicians

Learn More
Estate, Inheritance, & Trust Beneficiaries

Estate, Inheritance, & Trust Beneficiaries


-
Executives - Private & Public Companies

Executives - Private & Public Companies


-
Financial Professionals

Financial Professionals


-
Franchises / Franchisees

Franchises / Franchisees


-
High Income Earners

High Income Earners


-
High Net Worth Individuals & Families

High Net Worth Individuals & Families


-
Hospitals / Medical Centers

Hospitals / Medical Centers


-
Insurance Agencies

Insurance Agencies


-
Inventors

Inventors


-
Lawsuit Settlement Beneficiaries

Lawsuit Settlement Beneficiaries


-
Logistics

Logistics


-
Lottery Winners

Lottery Winners


-
Manufacturers

Manufacturers

-
Military Personnel

Military Personnel

-
Non-Profit Organizations

Non-Profit Organizations

-
Pest Control

Pest Control

-
Police & Corrections Officers

Police & Corrections Officers

-
Pre-Retirees

Pre-Retirees

-
Real Estate Investors

Real Estate Investors

Learn More
Realtors

Realtors

-
Restaurateurs

Restaurateurs

-
School Districts

School Districts

-
Security / Executive Protection

Security / Executive Protection

-
Self-Employed / Independent Contractors

Self-Employed / Independent Contractors

-
Service Industry

Service Industry

-
Skilled Trades / Contractors

Skilled Trades / Contractors

-
Teachers / Professors

Teachers / Professors

-
Union Employees

Union Employees


-
Veterinarians

Veterinarians


-

Outline of Personal Services

Are you getting the personal attention you deserve?

The overriding principle that our clients’ best interests are above all else is the reason why the relationships we’ve built are authentic and long-lasting.

Get In Touch

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.

info@steffensfinancial.com | 973-786-3696