Client Testimonials

 Many years ago a friend suggested that I contact Steele Financial Solutions. Finally a little over a year ago, I heeded his advice. It was a very wise decision. My finances are now well organized. Tema Steele and Joel Steele are extremely well informed and very reliable. They are also always available. I cannot thank them enough for setting me on the right path. Having had three financial professionals prior to Steele Financial Solutions, I can testify to their unusual ability to help analyze and modify investments based on client’s goals and objectives. I highly recommend Steele Financial Solutions.

I found out about Tema and Joel Steele from my mother who was their client.  I first met them when I took my mother there to make a few changes in her estate. They were warm and friendly and took care of all my mother's wishes.  As my mother got sick she told me if anything happened to her I should go see them and they would help me with any questions or problems. When my mother passed away I was devastated and didn't want to think of anything. When my husband and I went to see them we knew right away we were in good hands. They were kind and sympathetic. They explained what our options were and gave us sound guidance. They encouraged us to take as much time as we needed to decide what we wanted to do. Tema and Joel have been helping us for over a year and we are very pleased with their recommendations and service. We know we can call anytime and they will be there for us.

 I have a great sense of security and relief knowing I am associated with you both - as you are both wonderful.  I know you have many clients and I am an infinitesimal part of your business, nevertheless, you made me feel like the most important person in the world.

       - Dona, Philadelphia, PA - Client since 2010 (2nd Generation)

My husband and I retired last year and with the foresight of Tema and Joel, we were able to buy our dream home near the shore last year.  Their thoughtfulness, financial knowledge and genuine concern for their clients have made our retirement goals a reality and we will always be grateful for their expertise and being good listeners.

I was introduced to Tema by a good friend about twenty years ago and my need at that time was to find a smart and trusting financial person who would work with me using their very best financial solutions. Steele Financial Solutions provided me with great service and did such a great job that I felt comfortable sending family members and friends. Thank You Tema and Joel Steele!

It has been a pleasure to be associated with Tema & Joel Steele. We have been clients of theirs since 1989.  They have helped us to prepare for tough times. We could not have done it without your sound guidance, Thank You  both.  

When I first consulted Tema and Joel, my investments were totally disorganized – multiple IRAs with different funds, duplicate savings accounts, etc. They got it all straightened out. But most importantly, I prize them for the caring attention they gave to me (and still do) and for helping me have the assurance and confidence to take the leap and apply for early retirement. And they are still looking out for me. I can’t thank them enough. 

Steele Financial Solutions has been our guiding light for over two decades. There are numerous firms in every area; however, Tema, Joel and their staff understand individual needs and therefore become the financial arm of the family. Ours is the second generation to have transactions. With economic and political turmoil, solace is sought; four words come to mind to describe financial stability: expertise, integrity, diversity and foresight. 

  
I have been a client of Tema's since 1989 - over the last 21 years we have developed a wonderful relationship based on trust - in the beginning it was difficult just to hand over my assets - it was the best decision - Tema has been very patient with a "nervous nelly" like me and her expertise and professionalism has stood me in good stead! Thank you Tema!

Where do I begin explaining the lifetime impact Tema Steele and Joel Steele have had and continue to have on my life?  They have been helping me with my finances since 1993. They are honest, trustworthy, pull no punches, have compassion, and provide sound practical strategies. They are Number 1!!!

Personal attention, integrity and a true commitment to their client's long term welfare are cornerstones of their service and a quality not often found in others. I will always recommend them.

From the moment that I met Tema and Joel, I felt completely at ease and feel that they had and still have my best interest at hand.  Anytime I have called, they have returned my calls or e-mails almost instantaneously.  (Even if to quiet my fears when the market goes ballistic) I am truly blessed to have found them. 

I am a teacher. When it came to saving and protecting my money in a smart way, I needed advice and help. At Steele Financial Solutions, I found I was a member of a team. Tema and Joel, being the experts, gave me the strategy, help and education I needed; then together we decided on the plan and investments that would work best for me based on my goals and objectives. I know that when I have questions and concerns Tema and Joel are there to help me. With their support, I feel confident and more secure in my future.

Tema and Joel, Thanks so much for your help and guidance. Most of all, thank you for helping us to plan our retirement. It is a pleasure as well as a comfort to have you as our financial professionals and friends. Since our first meeting with you, we have always felt more like family than clients. Thank you for your personal interest in our financial well-being. We cannot begin to thank you enough for all you do for us.

For over 20 years I have been proud to have my and my family's life insurance and investment needs served by Tema, her incredible team, and more recently her son Joel. Not only do I value the sound protection strategies that they provide, but also their sense of professionalism and strong desire to serve their clients' needs. I also value their friendship, and willingness to make themselves available whenever I have a question or need their guidance. They are the best!

My decision to meet with Tema and Joel was one of the best things I could have done for myself. Thanks to both of them. Tema and Joel are available whenever you need them, and their office staff is very attentive to your needs. They make you feel like part of the “Steele” family. What more could you ask for?

I just had my first appointment with Tema and Joel in mid August. What an experience!!  I don't have much - but it's mine - and now that I'm 6 months shy of my 60th birthday,  I'm realizing just how important my "nest egg" is to me. My time with them was a wonderful experience. They make you feel more than welcome; like you're a long lost friend.  I should have come to them years ago!