How does the advisor help clients – Key Takeaways:
As the founder and principal of Steven Feldstein & Associates, Steven Feldstein has spent over 20 years helping clients to achieve their financial goals. With his extensive knowledge and expertise in financial services, he has become a trusted advisor for individuals and businesses alike. Here are some key takeaways on how Steven and his team assist their clients:
- Providing personalized financial planning and investment management services
- Offering a wide range of financial services, including retirement planning, tax planning, and insurance solutions
- Creating customized strategies based on each client’s unique financial situation and goals
- Regularly reviewing and adjusting portfolios to stay on track with client objectives
- Offering ongoing guidance and support to help clients make informed financial decisions
Facts and Insights
As an experienced financial expert, Steven Feldstein is committed to continuously expanding his knowledge and staying updated on market trends and financial insights. He applies his in-depth understanding of the industry to provide his clients with valuable advice and recommendations. Here are some facts and insights about Steven Feldstein & Associates:
- Founded in 1999, Steven Feldstein & Associates has been serving clients for over 20 years
- The firm currently manages over $50 million in assets under management (AUM)
- Steven and his team have a combined experience of over 50 years in the financial services industry
- Their clients range from individuals and families to small businesses and corporations
- Steven is a regular contributor to financial media outlets, providing insights and analysis on market trends
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $50 million+ | 5 | 20+ years |
Financial Services Offered
Steven Feldstein & Associates offers a comprehensive range of financial services to help clients reach their financial goals. From retirement planning to tax strategies, their expertise covers all aspects of personal and business finance. Some of their key services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance solutions
Client Types
Steven Feldstein & Associates works with a diverse range of clients, each with unique financial needs and goals. They offer their services to individuals, families, small businesses, and corporations, providing tailored solutions to help each client achieve their financial objectives. Whether you are planning for retirement, saving for your children’s education, or looking to grow your business, Steven and his team have the expertise to assist you.
Fees & Compensation
Steven Feldstein & Associates operates on a fee-based model, meaning their compensation is based on a percentage of the assets they manage on behalf of their clients. This aligns their interests with those of their clients, as the firm only benefits when their clients’ assets grow. They are fully transparent about their fees and do not charge commissions or any hidden fees.
Background
Steven Feldstein has been a financial advisor for over two decades, working with individuals, families, and businesses to help them achieve financial success. He holds a Bachelor’s degree in Finance and is a Certified Financial Planner™ (CFP®) and an Accredited Investment Fiduciary® (AIF®). He is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
As a registered financial advisor, Steven Feldstein is committed to transparency and disclosure. He has a clean record, with no disclosures to report. This means there have been no regulatory actions, legal proceedings, or customer complaints against him or his firm. Steven believes in building trust and long-term relationships with his clients, and his impeccable record reflects this commitment.