Steve is the General Agent for Financial Balance Group, LLC, an agency of The Guardian Life Insurance Company of America, NY, NY. Steve began his career in the insurance and investment business in 1997. He is a member of the Million Dollar Round Table*,GAMA, NAIFA, and The IDIS.
Steve has built Financial Balance Group using three distinct business models. FBG has become one of the largest brokerage operations in the country for Guardian's life, and disability insurance products headed by 2 brokerage representatives in the MD, PA, and VA area. FBG also has what may be the largest internet insurance sales organizations for disability insurance in the country because of the success of DisabilityQuotes.com. The third, and fastest growing area of this company is the personal planning division of Financial Balance Group focused on th
We use of The Living Balance Sheet®. The financial representatives of FBG work with business's and families throughout the Mid-Atlantic region to help maximize their personal wealth using state of the art technology.
Registered Representative of Park Avenue Securities, General Agent of Guardian.
CA Insurance #0D07207 and AR Insurance #2508540