Experienced Retirement Specialist
in Paramus - Steven Maher | Maher Financial Services
Maher Financial Services
Just-In-Time Advice; Responsive
Steven Maher provides current insights to help you make well-informed financial decisions.
52+ Years Of Experience
Steve Maher leverages his extensive financial services experience to help you optimize your resources, plan for retirement, and achieve secure financial solutions.
In-Person | Virtual Appointments, Whenever You Need Us
Appointments in Brielle, NJ, Paramus, NJ, and nearby areas are available both in-person and virtually, providing the flexibility to meet at your convenience.
Our Contact Information
Email Steven:
Providing our services to Paramus, NJ and the surrounding areas
MEET STEVEN MAHER
A Great Financial Advisor & An Investment Planner Serving Paramus.
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, starting that same year in the Financial Services industry with Penn Mutual Life in NYC. My first office was based out of the Chrysler Building located at the corner of 42nd St. and Lexington Ave.
During the next 10 years, through 1982, I worked closely with my clients – Individuals, Small Businesses, and Professionals. My services included helping clients with life and health insurance, fixed annuities, and estate planning services.
In 1981, I formed my own company, Steven S. Maher Consultants, Inc., moved his office to Saddle Brook, NJ. In the beginning, my services continued to be insurance-related, including life & health insurance and fixed annuities. I formed partnerships with accountants and attorneys to help my clients with Wills and Estate Planning.
In 1994, I decided to expand my services to securities including Mutual Funds as well as Variable Annuities. As an independent representative, I represented more than 25 financial companies which allowed me to recommend investment plans that truly fit the needs of my clients.
Currently, I am Owner and Financial Advisor of Maher Financial Services, LLC, located in Brielle, NJ. We provide Financial Services including investment planning as well as various insurance products. I personally manage more than 60 million dollars of assets (as of March 2024) and hold two securities licenses (Series 6, 63), licensed in 10 States.
I am a past recipient of the prestigious Platinum Advisor Award from American General from 2013 through 2023, and the prestigious Stars Club Award from 2009 through 2019 with Jackson National. I am also the past recipient and member of the Million Dollar Round Table, National Sales Achievement Award, AIM Summit Club, and The Life Underwriters Training Council.
Our PRIMARY financial services:
Stocks & Bonds
Stocks and bonds are among the most common investment options. Stocks signify partial ownership in a company, while bonds represent a loan to an entity, typically a corporation or government.
Retirement Strategy & Risk
We specialize in retirement planning for Brielle, NJ, and nearby areas, thoroughly evaluating each client’s assets to develop a personalized, well-structured financial strategy.
New Generation Retirement
The New Generation Retirement® system utilizes a five-step approach founded on three key principles: stewardship, transparency, and technology, providing a secure and well-structured retirement plan.
Income Planning
Retirement income planning can be complex, but Maher Financial Services makes it straight forward. We provide expert guidance on both wealth accumulation and distribution.
Life Insurance
Life insurance offers financial security for loved ones, ensuring they receive support after the policyholder's passing. It also provides additional benefits, making it a key component of a solid financial plan.
Long Term Care
Planning for long-term care is crucial for maintaining financial security in retirement. We’re here to help you create a strategy for a comfortable and worry-free future.