Wendy Steinberg

Financial Advisor

I have been in the financial services industry since 1994 and have gained my experience by working with many clients and their families to successfully plan out and achieve their financial dreams.

As a financial consultant, my role is to act as a financial life planner to individuals and a partner to businesses. I work to establish good long-term relationships and work with clients through the various stages of their lives, assessing their individual and family needs to outline realistic, attainable financial goals. I work closely with company management to offer the best financial plan for thier organization, tailored to specific employee needs.

I specialize in:

  • Retirement planning 
  • Education savings plans
  • Short-term financial goals
  • Budgeting
  • Debt management 
  • Insurance needs
  • Estate planning

Insurance products offered through Wendy Steinberg

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.