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Steven M. White Financial, LLC logo and contact info

Steven M. White Financial, LLC

Products & Services

We provide assistance in the following areas:

Investments:

  • Money Manager Programs

    • SMA's (Separately Managed Accounts)

  • Mutual Funds

  • Alternatives, such as: 

    • R.E.I.T.'s

    • Limited Partnerships

  • Annuities

  • Trusts

Retirement Plans:

  • Traditional I.R.A.

  • Roth I.R.A.

  • Simple I.R.A.

  • Rollovers

  • 401(k)

  • Roth 401(k)

  • Simple 401(k)

  • 412(i)

  • 403(b)

  • Defined Benefit Plans

  • Deferred Compensation Plans

Tuition Funding Programs:

  • 529 Plans

Insurance:

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck