Robert Steinman - Financial / Estate Planner, Wealth Advisor

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.

Have a question? Need assistance?

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

Views: 26

Comment

You need to be a member of 516Ads Custom Internet Page to add comments!

Join 516Ads Custom Internet Page

Latest Activity

David Gussin posted blog posts
yesterday
David Gussin posted an event
Thumbnail

Business Development Luncheon @ The Stonebridge Country Club at The Stonebridge Country Club

April 10, 2025 from 12pm to 2pm
yesterday
David Gussin shared their blog post on Facebook
yesterday
David Gussin posted blog posts
Saturday
David Gussin posted events
Mar 24
David Gussin shared their blog post on Facebook
Mar 22
David Gussin posted blog posts
Mar 22
David Gussin posted events
Mar 17
David Gussin shared their blog post on Facebook
Mar 15
David Gussin posted a blog post
Mar 15
David Gussin posted a blog post
Mar 13
David Gussin posted an event
Thumbnail

Karaoke Networking @ Eleanor's Lounge at Eleanor's Lounge

March 20, 2025 from 6pm to 10pm
Mar 12
David Gussin posted an event
Thumbnail

Nassau Business Luncheon @ The Heritage/ Bethpage State Park at The Heritage/ Bethpage State Park

March 18, 2025 from 12pm to 2pm
Mar 11
David Gussin posted blog posts
Mar 10
David Gussin posted a blog post
Mar 8
David Gussin posted an event
Thumbnail

Business Development Breakfast @ North Shore Towers at North Shore Towers

March 14, 2025 from 8:30am to 10am
Mar 8

© 2025   Created by 516 Ads.   Powered by

Badges  |  Report an Issue  |  Privacy Policy  |  Terms of Service