Your family's finances are our family's business! 

Since 1981, we have helped many people take control of their finances.

  • We work primarily with retirees and pre-retirees to plan up to and throughout retirement.
  • We never have a charge for meeting with us.
  • All information is confidential.
  • We care. We listen.
    We are going to be here for you.

  
Tema L. Steele, MBA
Founder & Co-Owner

Joel I. Steele, CLU
Partner & Co-Owner


 


Call Us If:

  • You recently retired
  • You will be retiring in the next several years
  • You lost your job and have a 401K plan you are concerned about
  • You sold a property or business
  • You received an inheritance
  • Your spouse or loved one passed away
  • You recently went through a divorce
  • You are considering moving to new home or adult community
  • You need more income from your assets
  • Your financial professional retired or changed firms
  • You want help understanding your finances better
  • You are concerned about your finances and don’t know who else to call

How We Can Help: 

Click for the BBB Business Review of this Financial Planning Consultants in Cherry Hill NJ

-Tema L. Steele is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent, unaffiliated insurance companies in the states of CT, DE, MD, NJ, NY, OH, PA, VA, and FL.  No insurance business may be conducted outside these states referenced.

-Tema L. Steele is a Registered Representative of and offer securities products & services through NYLIFE Securities LLC Member FINRA/SIPC, a Licensed Insurance Agency, (856) 488-6900. In this regard, this communication is strictly intended for individuals residing in the states of CT, DE, MD, NJ, NY, OH, PA, VA and FL. No offers may be made or accepted from any resident outside the specific states referenced.                            

-Joel I. Steele is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent, unaffiliated insurance companies in the states of CT, DE, NJ, NY, PA, and FL.  No insurance business may be conducted outside these states referenced.

-Joel I. Steele is a Registered Representative of and offer securities products & services through NYLIFE Securities LLC Member FINRA/SIPC, a Licensed Insurance Agency, (856) 488-6900. In this regard, this communication is strictly intended for individuals residing in the states of CT, DE, NJ, NY, PA, VA and FL. No offers may be made or accepted from any resident outside the specific states referenced.

-Joel I. Steele is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CT, DE, FL, MA, MD, NY, OH, PA, TN, VA. As such, these services are strictly intended for individuals residing in the specific state referenced.

-Steele Financial Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.
 

*Neither Steele Financial Solutions, its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.
 

-Tema and Joel Steele are licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

 

 

 

 

South Jersey Regional Office:
1820 Chapel Avenue West
Cherry Hill, NJ 08002