Steve A. Janvier

    Credentials:
    • CASL®
    • CFP®

    Focus: Insurance Strategies, Special Care, Investment Strategies

    Languages: English

    BUSINESS PHILOSOPHY

     We all want financial security and peace of mind. Keeping what we have and growing our wealth in order to realize our goals is the basis of my practice. My passion is to provide sound financial advice to families and businesses within our communities. I want to be the primary financial resource for people seeking to maximize wealth and minimize risk. I bring experience and integrity to my clients, as your goals and dreams become our shared responsibility.

    PERSONAL INFORMATION

    • Securities Licenses: 7, 24, 63, and 65
    • Chartered Advisor for Senior Living
    • Certified Financial Planner
    • Registered Investment Advisor
    • Licensed to offer Life & Health Insurance in MD, VA, NY, and DC
    • BS in Business Administration with a concentration in Finance
    • 2001 National Association of Insurance and Financial Advisors' Rookie of the Year
    • Platinum Conference Qualifier
    • Million Dollar Round Table Qualifier
    • Maryland resident since 2000
    • Member of Our Lady of Perpetual Help Church -- Ellicott City
    • Married wife Brenda in 2006 & has 3 daughters, Angelina, Maya, and Sophie

    INDIVIDUAL SERVICES
     
    Wealth Accumulation Strategies

    • Fixed and Variable Annuities
    • Education Funding Strategies
    • IRA Consolidation/ Rollovers
    • Pension Payout Alternatives
    • Retirement/ Social Security Planning
    • Mutual Funds/ Exchange Traded Funds

    Family Protection/Wealth Preservation Strategies

    • Comprehensive Financial Strategizing
    • Life Insurance and Risk Management
    • Disability/Long Term Care Insurance
    • Charitable Giving Strategies
    • Estate Conservation Strategies

    BUSINESS SERVICES

    Business Continuation/Key Employee

    • Deferred Compensation Plans
    • Executive Retirement Plans
    • Key Person Life & Disability Insurance
    • Buy/Sell Agreement Funding
    • Disability Buy-Out Plans
    • Business Overhead Coverage

    Retirement Plans/ Employee Benefits

    • 401(k)/ Profit Sharing Plans
    • Money Purchase Plans
    • Defined Benefit Pension Plans
    • SEP and SIMPLE IRA Plans
    • Group Insurance (Life, DI & Dental)

    See Steve’s Licenses and Disclosures

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

    By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.

    Elkridge Satellite Office - Marshalee Drive

    Satellite Office

    6085 Marshalee Drive Suite 210
    Elkridge, MD 21075-6023

    L0816473328[exp0817]