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Steven Lindberg, ChFC, CLU

Steven Lindberg, ChFC, CLU

Financial Advisor


The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. My products and services include:

  • Retirement planning — to design an investment strategy to help you meet all of your retirement goals
  • Investment portfolio analysis — to keep you informed of how your investments are performing, and to make adjustments as needed
  • Term, Whole and Variable Life Insurance & Estate Planning
  • College Planning — give your kids a good head start
  • Long Term Health Care — to provide for costly health issues

If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact me, by phone or email. I can help you make sense of today’s investment climate.