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Our Firm

Client Centered

At Steinberg Investment Group, we believe in serving those in our community regardless of gender identity, religion, or family status. Our main objective is to fully understand each of our client's long-term financial goals.

We tailor and regularly monitor each portfolio so our client is clear, comfortable and kept apprised throughout their retirement planning journey—and beyond—to help manage their financial goals.

No matter the client's financial objectives, the key to long-term financial success requires discipline, patience and the meticulous management of the details within the investment process. At Steinberg Investment Group, a key priority is maintaining vigilant oversight on each client's portfolio, ensuring the flexibility to make changes as each client's situation changes. We believe that by properly diversifying our clients' assets, we not only help manage the risks in their portfolios, but aim to enhance returns over time.*

We understand that navigating the turbulent and even confusing waters of financial markets can sometimes be difficult. Having a trusted investment advisor who understands and is personally committed to achieving financial goals can help avoid some common and regrettable mistakes. As many near retirement, most fear they may outlive their money. Steinberg Investment Group is here to closely manage and provide counseling to help preserve each client's valuable retirement nest egg, as well as provide sound investment strategies.

*Asset allocation and diversification cannot eliminate the risk of fluctuating prices and uncertain returns.

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