Robert Steinman
Financial / Estate Planner, Wealth Advisor

Experience ~ Knowledge ~ Why me?

1. Been working in the field of Financial Services for over 40 years

2. Clients range: High Net worth Individuals, Families, Business Owners, Multigenerational Clients

3. Have trained over 100 representatives and agent at major Financial Institution with a high degree of success

4. My clients often refer me to their piers and tell them, I am the one to see for results.

5. My circle of experts include, CPAs, Lawyers, as well as a team of experts in all areas of Client’s needs —other brilliant CFPs. CLUs, Eldercare experts, full time Portfolio Manages. We are currently managing over $300,000 in assets.

6. Over the years my team have solved problems ranging from large complicated situations to building wealth and avoiding the obstacles for people just starting out. It is always a joy when the results of our work together allow my clients achieve their goals.

7. Through  the years, I have been asked by clients, investors, friends, and colleagues, as well as businesses that  may need financing for growth of their existing business, or financing for a new product or idea. They turn to me since they they know my over 40 years of experience, often can open the door for such opportunities.

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Contact Info: ROBERT STEINMAN
steinybob2@aol.com  - 917-757-1480