Experienced Investment Planner
in Oradell, NJ - Steven Maher | Maher Financial Services
Maher Financial Services - Oradell, NJ
52+ Years Of Experience
Steve Maher draws on his extensive experience in financial services to help you make the most of your resources, plan for retirement, and achieve lasting financial security.
Just-In-Time Advice; Responsive
Steven Maher offers up-to-date insights to guide you in making informed financial decisions.
In-Person | Virtual Appointments, Whenever You Need Us
Appointments in Oradell, NJ and surrounding areas are available both in-person and virtually, offering the flexibility to meet at your convenience.
Our Contact Information
Providing our services to Oradell, NJ and the surrounding areas
MEET STEVEN MAHER
A Great Financial Advisor & An Investment Planner Serving Oradell, 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 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 needs.
In 1981, I established my own firm, Steven S. Maher Consultants, Inc., and relocated to Saddle Brook, NJ. Initially, I continued focusing on insurance services, forming strategic partnerships with accountants and attorneys to provide comprehensive estate planning, including wills and other legal instruments.
In 1994, I expanded into securities, including mutual funds and variable annuities. As an independent representative working with more than 25 financial companies, I was able to recommend personalized investment strategies that truly aligned with each client’s goals.
Today, I serve as the Owner and Financial Advisor of Maher Financial Services, LLC, based in Brielle, NJ. Our firm provides a full range of financial services, including investment planning and a variety of insurance products. As of March 2024, I personally manage over $60 million in client assets. I hold FINRA Series 6 and 63 licenses and am currently licensed in 10 states.
I’ve been honored with numerous industry accolades, including the Platinum Advisor Award from American General (2013–2023) and the Stars Club Award from Jackson National (2009–2019). I’m 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 Oradell, NJ:
Long Term Care
Planning for long-term care is essential to preserving financial stability during retirement. We're here to help you build a strategy that supports a comfortable and confident future.
Retirement Strategy & Risk
We specialize in retirement planning for Brielle, NJ, and surrounding areas, carefully assessing each client’s assets to create a personalized and well-structured financial strategy.
New Generation Retirement
The New Generation Retirement® system follows a five-step approach built on three core principles — stewardship, transparency, and technology — to deliver a secure and well-structured retirement plan.
Income Planning
Retirement income planning can be complex, but Maher Financial Services makes it straightforward. We offer expert guidance on both growing your wealth and managing its distribution.
Life Insurance
Life insurance provides financial protection for your loved ones, ensuring they’re supported after the policyholder’s passing. It also offers added benefits, making it a vital part of a comprehensive financial plan.
Stocks & Bonds
Stocks and bonds are two of the most common investment vehicles. Stocks represent partial ownership in a company, whereas bonds signify a loan made to a corporation or government entity.