Maher Financial Services
Just-In-Time Advice; Responsive
Steven Maher offers up-to-date advice to help you make informed decisions about your finances.
52+ Years Of Experience
Steve Maher brings extensive experience in financial services to help you maximize your financial resources, plan for retirement, and secure comprehensive financial solutions.
In-Person | Virtual Appointments, Whenever You Need Us
Appointments in Brielle, NJ, Paramus, NJ, and the surrounding areas can be in-person or virtual, offering flexibility to meet with you wherever and whenever you need.
FINANCIAL SERVICES...JUST THE WAY THEY SHOULD BE:
No Proprietary Products AND No Minimum Production Requirements
Stocks & Bonds
Stocks and bonds are two of the most common types of investments. Stocks represent an ownership stake in a company. Bonds are debt.
Income Planning
Retirement income planning can be complex, but Maher Financial Services simplifies it. We guide you through accumulation & distribution.
Life Insurance
Life insurance provides peace of mind, ensuring loved ones receive financial support after the policyholder's passing. It also offers various benefits, making it a valuable financial planning tool.
Long Term Care
Planning for long-term care is essential to ensure financial security in retirement. We’re here to help you prepare for a comfortable and worry-free future.
New Generation Retirement
The New Generation Retirement® system follows a five-step approach built on three core principles: stewardship, transparency, and technology, ensuring a secure and well-structured retirement plan.
Retirement Strategy & Risk
We specialize in retirement strategies for Brielle, NJ, and surrounding areas, carefully analyzing each client’s assets to create a comprehensive, well-coordinated financial plan tailored to their unique needs.
MEET STEVEN MAHER
A Great Financial Advisor & An Investment Planner.
Steven S. Maher, with 52 years in financial services, owns Maher Financial Services in Brielle, NJ, managing $60M+ in assets. He specializes in investment planning, insurance, and estate planning across 10 states.
Steve Maher
OWNER OF Maher Financial Services.
I earned my B.A. from Fairleigh Dickinson University in 1972 and began my career in the financial services industry that same year with Penn Mutual Life in New York City. My first office was located in the Chrysler Building at the intersection of 42nd Street and Lexington Avenue.
Over the next decade, until 1982, I worked closely with individuals, small business owners, and professionals, offering guidance on life and health insurance, fixed annuities, and estate planning.
In 1981, I established my own firm, Steven S. Maher Consultants, Inc., and relocated my office to Saddle Brook, NJ. Initially, my focus remained on insurance services, including life and health coverage and fixed annuities. I also collaborated with accountants and attorneys to assist clients with wills and estate planning.
By 1994, I expanded my expertise to include securities such as mutual funds and variable annuities. As an independent representative, I partnered with more than 25 financial companies, allowing me to offer customized investment strategies tailored to each client’s unique needs.
Today, I serve as the Owner and Financial Advisor of Maher Financial Services, LLC, based in Brielle, NJ. Our firm provides a range of financial services, including investment planning and various insurance solutions. I personally oversee more than $60 million in assets (as of March 2024) and hold Series 6 and 63 securities licenses, operating in 10 states.
Throughout my career, I have received several industry accolades, including the Platinum Advisor Award from American General (2013–2023) and the Stars Club Award from Jackson National (2009–2019). Additionally, I have been honored by prestigious organizations such as the Million Dollar Round Table, National Sales Achievement Award, AIM Summit Club, and The Life Underwriters Training Council.
WATCH NOW
The Maher Financial Services Experience
Find out more about how our "No Minimum Production Requirements" and "No Proprietary Products" policies benefit our Clients through your "Stages of Life."
WATCH NOW
Navigating Retirement Planning:
The Bad, The Better, The Even Better
Retirement planning is not easy, especially when inflation is eating away at your retirement savings. It takes a dedicated financial plan and consistent retooling to ensure that you meet your retirement goals. In this video, we explore how to mitigate the impact of inflation on your plan, along with tips to increase your retirement savings, plan for unexpected expenses, and more!
EXPERIENCE IS IMPORTANT, BUT...
Strategy Is The Key
STRATEGY is the thoughful application of knowledge and experience at the right PLANNED time to help make your financial goals a reality. Whatever your goals, we can help you reach them.
Retirement Planning, Estate Planning and Insurance come together as a trifecta to help you secure your financial future.
Steven Maher
call to inquire or for a free consultation:
Assets Managed By Hilltop Securities, Our Clearing Partner
Chelsea Advisors And Registered Representatives
Years Of Service
States & Territories
ABOUT CHELSEA FINANCIAL SERVICES
Trusted by thousands of clients & Licensed in 51 U.s. States & Territories
Chelsea Financial Services is a national independent Broker/Dealer, established in New York City over 23 years ago, licensed to offer securities and insurance products. We are a member of both FINRA (Financial Industry Regulatory Authority), SIPC (the Securities Investor Protection Company) and MSRB (Municipal Securities Rulemaking Board. Clearing is handled through Hilltop Securities, a diversified investment bank with a long and successful history, dating back to 1946.
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