Financial Planning in Byram Township, New Jersey

Mission Statement

To provide Byram Township quality Financial Planner assistance as a Financial Planning, Investments, Retirement Planning and Financial Consultant.

Steffens & Steffens LLC meeting your Financial Planner needs since .

Reviews

Non-Rated Service

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At Steffens & Steffens, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm!

When you go to a financial professional with a famous Wall Street name, you don't necessarily get that choice. Although many big-name firms offer quality investment products, the ones that a financial professional can offer may be chosen by people who don't know you. These firms also may impose sales quotas on the financial professional helping you. In other words, your investment choices may be limited choices, and there may be hidden agendas. We don't think that's the right way to do business.

Here’s what we think is the right way to do business:
Care for our clients in the way we’d want for ourselves. We founded Steffens & Steffens to be the kind of place where we’d want to be clients, if we didn’t already work here! We’d want to be respected, informed, and heard. We don’t expect our clients to demand any less.
Know our clients and their goals. We understand that investing is more than just a numbers game. There’s emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren’t necessarily the best for everyone. When we first get to know each other, we’ll ask you a lot of questions so that we can learn about you as a person, and we’ll tailor your investments accordingly. We want to be just as excited about your dreams as you are.
Treat clients like people, not like portfolio balances. One thing you’ll notice about our firm is that we’re friendly. Down to earth. Good listeners. Having been in the business a long time, we’ve encountered this mix of attitudes—and a whole lot of market cycles (both good and bad!). We’ve got a lot of perspective that can help keep you on an even keel through the ups and downs.
Empower clients to feel confident about their decisions. You don’t have to know the difference between a REIT and a UIT when you come to see us. We’re happy to explain it to you if you’re curious. If you’re not, that’s okay, too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.
Practice time-tested financial approaches. At Steffens & Steffens, we follow prudent financial principles. We treat your money responsibly. As your needs or financial picture changes, we’ll work with you to adjust your course of action accordingly. We monitor your portfolio’s performance so you don’t have to worry.

Key Contacts

Shawn Steffens

Shain Steffens

1) Our Services

Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing.

That’s why, at Steffens & Steffens, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.

Once we complete the initial process of setting up your investments, it doesn’t end there. We’ll monitor the progress your money is making. And we’ll meet regularly with you to make sure your investments reflect your current life circumstances.

Because we work so closely with you, we tend to think of our clients as our friends. So don’t be surprised if you ever get a phone call from us just to say hi.

Service Locations

Financial Planning Byram Township  -  Investments Byram Township  -  Retirement Planning Byram Township
Financial Consultant Byram Township  -  Life Insurance Byram Township  -  401k Rollovers Byram Township

Citations

Steffens & Steffens LLC Photo Gallery
Updated as of 4/17/2024

Contact Information

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