Steffens Financial Corp.
Contact Information
-
Address
276 US-206 Suite AClosed, Hopatcong, NJ, 07821 -
Phone
(973) 786-3696 -
Website
steffensfinancial.com
Location
About Steffens Financial Corp.
Steffens Financial Corp. is a financial planner in Hopatcong, NJ. The firm specializes in retirement planning, investments, and wealth management, serving both individuals and companies throughout New Jersey and the United States.
As an independent financial consulting firm, Steffens Financial Corp. provides objective and impartial advice to families and corporate clients. The team, led by managing partners Shain and Shawn Steffens, focuses on creating tax-efficient plans that simplify complex financial situations. Their services for individuals include high net worth planning, investment planning, tax planning, and estate and wealth transfer planning. For corporate clients, the firm offers expertise in retirement and savings plans, business succession planning, and fiduciary asset management. The firm holds both the Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA) designations.
The firm is located on US-206.
The firm is recognized for its professional excellence, as evidenced by a 12-year history as a Five Star Wealth Manager award winner. They are known for their commitment to integrity, compassion, and a client-centered approach that prioritizes education and personalized service over asset minimums.
Steffens Financial Corp. provides dedicated financial planning and wealth management services to the Hopatcong community and beyond.
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