First Financial Group- Philadelphia150 South Warner Rd. Suite 120King of Prussia, PA 19406President- FFG PA, NJ, DE610.firstname.lastname@example.org
Steve brings over 35 years of experience to the role of financial professional. He works with his clients through all stages of life to protect, accumulate, distribute and transfer wealth. By determining his clients’ goals and objectives, monitoring these as times change, and using proprietary tools and techniques, Steve is able to help his clients achieve these goals.
He has helped hundreds of individuals with financial services, education funding, retirement funding, and estate preservation planning. He is particularly knowledgeable in assisting owners of closely-held businesses protect their assets, provide cost-effective employee benefits and help ensure the long-term stability of the business. Steve also specializes in helping clients properly structure their retirement to maximize income, minimize taxes and minimize longevity risks.
His professional memberships include: Philadelphia Estate Planning Council; Society of Financial Service Professionals; Association for Advanced Underwriters; General Agents and Managers Association; National Association of Insurance and Financial Advisors.
Steve sits on the Board of Directors of the National Association of Insurance and Financial Advisors of Pennsylvania and is a Founding Member and sits on Widener University’s School of Business Advisory Board. He is a past Board Member of the Greater Philadelphia Chamber of Commerce, Leukemia and Lymphoma Society of Eastern Pennsylvania, The Alumni Advisory Board of The American College, the United Fund of Collegeville/Trappe, and the National Association of Insurance and Financial Advisors-Greater Philadelphia.
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 7101 Wisconsin Avenue, Suite 1200, Bethesda, MD 20814, PH: 301-907-9030. Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian.First Financial Group, LLC is not an affiliate or subsidiary of PAS or Guardian.
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