

Steven Silber, CFP , CLTC
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Service type
Responds within a day
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Introduction
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.
Overview
Serves Bayside, NY
Background checked
3 employees
27 years in business
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Services offered
Service type
Work location
My customers travel to me
I work remotely (phone or internet)
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
5.0
4 reviews
5
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Carol B.
Aug 6, 2024
Corinne W.
Aug 14, 2024
Steve is a true professional. He explains everything in a way that makes it easy to understand. He doesn't rush you. He really cares about his clients.
Monica K.
Aug 5, 2024
Steve Silber has always treated me with respect and as an individual. He takes the time to explain things thoroughly. The investments recommended have proven worthy. I believe he wants the best outcome for my future self.
Mark r.
Aug 5, 2024
great dealing with steve
Credentials
Background Check
Steven Silber