Steven Silber, CFP , CLTC | Bayside, NY

  • Service Area: Bayside, NY
  • Team Size: 3 employees
  • Business Duration: 27 years
Steven Silber, CFP , CLTC

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

  • General financial planning
  • Retirement planning
  • Life insurance review
  • Investment review
  • Tax planning
  • College planning
  • Trusts or estate planning
  • Annuities
  • Mutual funds
  • Home purchase

Work location

  • My customers travel to me
  • I work remotely (phone or internet)
  • I travel to my customers

About

Hello! I'm Steven Silber, and I've been dedicated to helping individuals and families navigate their financial journeys for over 26 years. As a Certified Financial Planner and fiduciary, my sole focus is on my clients' best interests. My approach is built on trust, integrity, and a genuine commitment to their success.

What sets me apart is my holistic view of financial planning. I believe in addressing every aspect of your financial life, from investments and retirement planning to tax strategies and insurance. My goal is to create a comprehensive plan tailored to your unique needs and aspirations.

I understand that financial planning can feel overwhelming and that you may have concerns about being sold something you don't need. Rest assured, my practice is not sales-focused. Instead, I prioritize understanding your entire financial picture and providing the guidance and support you need to make informed decisions.

I take great pride in the relationships I build with my clients. By truly listening and understanding your goals, I can offer personalized advice that aligns with your values and objectives. I will work diligently to ensure that all aspects of your financial plan are seamlessly integrated.

Choosing a financial planner is a significant decision, and I am honored to be considered. I am here to provide you with expert advice, unwavering support, and a positive experience as we work together to achieve your financial goals.

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Steven Silber
    • Completed on 8/4/2024

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