Experienced Financial Advisor
in Brick, NJ - Steven Maher | Maher Financial Services
We prioritize your needs — offering no proprietary products and no minimum production requirements
Maher Financial Services - Brick
52+ Years Of Experience
Steve Maher leverages his extensive financial services experience to help you optimize your resources, plan for retirement, and secure lasting financial stability.
Just-In-Time Advice; Responsive
Steven Maher provides current insights to help you make informed and confident financial decisions.
In-Person | Virtual Appointments, Whenever You Need Us
Appointments in Brick, and nearby areas are available both in-person and virtually, providing the flexibility to meet at your convenience.
Our Contact Information
Providing our services to Brick and the surrounding areas
MEET STEVEN MAHER
A Great Financial Advisor & An Investment Planner Serving Brick, NJ.
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 graduated from Fairleigh Dickinson University in 1972 with a B.A. degree 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 iconic Chrysler Building at the corner of 42nd Street and Lexington Avenue.
Over the next decade, through 1982, I worked closely with individuals, small business owners, and professionals, offering life and health insurance, fixed annuities, and estate planning services tailored to their unique needs.
In 1981, I founded Steven S. Maher Consultants, Inc. and moved my office to Saddle Brook, NJ. Initially, my focus remained on insurance services. During this time, I developed strategic partnerships with accountants and attorneys to offer comprehensive estate planning services, including wills and other legal instruments.
In 1994, I expanded my services to include securities such as mutual funds and variable annuities. As an independent representative working with over 25 financial companies, I was able to provide clients with personalized investment strategies that aligned with their specific goals.
Today, I am the Owner and Financial Advisor at Maher Financial Services, LLC in Brielle, NJ. Our firm offers a wide range of financial services, including investment planning and various insurance products. As of March 2024, I personally manage more than $60 million in client assets. I hold FINRA Series 6 and 63 licenses and am licensed in 10 states.
Throughout my career, I’ve received numerous prestigious industry awards, including the Platinum Advisor Award from American General (2013–2023) and the Stars Club Award from Jackson National (2009–2019). I am also a past member and recipient of the Million Dollar Round Table, National Sales Achievement Award, AIM Summit Club, and the Life Underwriters Training Council.
Our PRIMARY financial services in Birck, NJ:
Long Term Care
Planning for long-term care is crucial for maintaining financial stability in retirement. We’re here to help you create a strategy that ensures a comfortable and secure future.
Retirement Strategy & Risk
We specialize in retirement planning for Brielle, NJ, and the surrounding areas, meticulously evaluating each client’s assets to develop a personalized and well-structured financial strategy.
New Generation Retirement
The New Generation Retirement® system employs a five-step approach grounded in three core principles—stewardship, transparency, and technology—to create a secure and well-structured retirement plan.
Income Planning
Retirement income planning can be complex, but Maher Financial Services simplifies the process. We provide expert guidance on both growing your wealth and effectively managing its distribution.
Life Insurance
Life insurance offers financial security for your loved ones, ensuring they are supported after the policyholder’s passing. It also provides additional benefits, making it an essential component of a well-rounded financial plan."
Stocks & Bonds
Stocks and bonds are among the most common investment options. Stocks represent partial ownership in a company, while bonds are essentially loans made to corporations or government entities.