Michael Steigerwalt
Partner
“ Michael Steigerwalt's professional focus is on business and personal financial services, estate preservation, and investment strategies especially for retirement. ”
Michael Steigerwalt's professional focus is on business and personal financial services, estate preservation, and investment strategies especially for retirement.
As a Financial Representative, Mike works and educates medical professionals throughout hospital residency programs.
Mike's previous experience as a business owner and process engineer in the corporate world, provides him with the insight to realize the financial stability that is required by individuals and businesses to be successful.
Working with a team of professional associates, Michael concentrates his efforts in Pennsylvania and New Jersey, especially Lehigh Valley, Pennsylvania and the New York Tri-State area.
Seminars: Michael presents seminars, educating employees of all types of organizations, including Associations and CPA Firms.
Education, Professional & Accreditations:
Series 6 & 63 FINRA securities registrations, as well as, life and health insurance licenses
Experienced in Qualified/Defined Contribution Plans (i.e. 401(k) plans-administration)
Maintains continuing education in the areas of Estate Planning, Risk Management, and Retirement Planning
Michael is an Air Force Veteran.
Michael enjoys playing golf, taking long walks with his wife Beth, and cherishes his time playing with his 6 grandchildren. Michael is a lifelong resident of the Lehigh Valley, Pennsylvania.