Jeffrey "Jeff" Steele

  • CFP®
  • ChFC®
  • CLU®
  • RHU®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Estate Planning, Business Succession Planning, Risk Management Strategies, Special Care

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See Jeffrey’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Jeffrey

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Center for Wealth Management

Satellite Office

3250 West Big Beaver Road, Suite 226
Troy, MI 48084