Second Opinion Service : Steele Financial Solutions | Retirement, Planning & Investments

Second Opinion Service

As you begin planning for retirement in Philadelphia or its surrounding suburban areas of New Jersey, including Cherry Hill, do you know for sure you have enough in the bank and investment portfolio to carry you comfortably through the next few decades? If you aren’t positive, and would like a complimentary second opinion, Steele Financial Solutions is here for you.

Since 1981, we have been helping retirees and those who are about to retire get their long-term financial affairs in order, assisting them in making critical decisions that will help them live happier, more enjoyable years.

When you initially meet with us, we take the time to sit down and thoroughly analyze your current financial situation, taking into consideration your living expenses and the kind of lifestyle you wish to maintain after retirement. We can then provide you with a second opinion on your situation and custom tailor a strategy to help you meet your goals.

Let us show you why so many of our clients proudly refer us to their friends and family members. You can call 856-321-0070 or send an email for a quick response from a member of our team.


  • Home Energy Tax Credits

    There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.

Subscribe to our Newsletter