Steven W. Maier, Clu Chfc Ma
Financial Advising
Why pick this one
Steven W. Maier has served clients since 1978 and holds CLU, ChFC, and RICP designations for insurance, investment, and retirement planning.
Best for
- retirement income planning
- life insurance and wealth protection
- long-term care planning
- disability income protection
- business succession and continuity planning
- executive and employee benefits planning
- college savings and financial aid planning
- clients seeking coordination with attorneys, accountants, or other advisors
Specialties
- Macro Asset Perspective (MAP) financial planning
- retirement income planning
- life insurance planning
- long-term care insurance planning
- disability income protection
- business continuity and succession planning
- executive benefits planning
- employee benefits and retirement plan solutions
- college planning
Certifications
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Retirement Income Certified Professional (RICP)
- Registered Representative with NYLIFE Securities LLC
- FINRA/SIPC membership through NYLIFE Securities LLC
- Licensed Insurance Agency
- Member of NAIFA
What makes them different
- In financial services since 1978
- Uses the Macro Asset Perspective (MAP) process offered by a select group of New York Life agents
- Holds CLU, ChFC, and RICP designations
- Coordinates insurance and financial activities with clients' other professional advisors
- Offers in-person meetings or virtual meetings
- Response time
- Prompt, ongoing service
- Years in business
- 42
- Serves
- Fayetteville
Distilled from this business's own website.
Contact & Location
- Address
- 1314 Raeford Rd, Fayetteville, NC 28305-5087
- Phone
- +19104841182
- Website
- https://swmaier.com
- swmaier@ft.NewYorkLife.com
Services
- financial planning
- wealth accumulation
- risk management
- tax reduction strategies
- retirement planning
- estate planning
- life insurance
- long-term care insurance
- individual disability insurance
- income annuities
- investments
- IRA planning
- 529 college savings plans
- business financial solutions