Ken Steele

Credentials:
  • CFP®
  • ChFC®
  • CLU®
  • CASL®

Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Financial Education, Risk Management Strategies

Languages: English

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

To help make better decisions people need more than just facts. They need expertise. Expertise allows them to put facts into context and simplifies their choices.

See Ken’s Licenses and Disclosures

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Wakefield Satellite Office

Satellite Office

301 Edgewater Place, Suite 200
Wakefield, MA 01880

CRN201912-180567