I like to describe myself as a financial advisor who looks at the “whole” picture before making recommendations to my clients. Too often I see families making decisions in a vacuum without looking at the complete picture of their financial lives.
It is my goal to not let this happen to my clients. I like to provide them with education about their finances so they can potentially make the best long term financial decisions for their families.
Below you can hear Win Damon and I review this comprehensive approach to financial planning. We chat about pertinent tax and financial topics on Radio 106.1 FM WNBP.com every Tuesday morning at 8:30.
Stuart Steinberg of Eaglerock Financial, Inc. has worked with families for more than 20 years, helping them work toward their financial goals through a holistic, well rounded approach rooted in objectivity, education, and empowerment. Stu is highly regarded by clients and colleagues for his unique combination of investment, CPA and entrepreneurial experience in the high net worth market.