Team
At Financial Balance Group, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Bill began in the insurance industry with New England Financial in 2000.
Steve is the General Agent for Financial Balance Group, LLC, an agency of The Guardian Life Insurance Company of America, NY, NY.
Jen is our office manager and is responsible for the administration of our office, the staff and normal day to day operations.
Works with professional insurance agents and financial planners in Maryland, Virginia, and Eastern Pennsylvania marketing and processing Berkshire disability insurance.
Anthony is a Field Representative with The Guardian Life Insurance Company of America.
Gary is a financial representative that has helped mostly affluent clients with their financial planning, investment and insurance needs since 1995.
Works with professional insurance agents and financial planners in the Maryland, Virginia, Eastern Pennsylvania, Delaware and Washington D.C. marketing and processing Guardian life and disability insurance for their clients.
There are many insurance agents out there. But if you are looking for an insurance professional who will take care of your needs like a family member, you’ve come to the right place.
Jack began his career in the Disability Insurance (DI) industry in late of 2004, writing for several different insurance companies.
Stacey is the contact person, and head of our field underwriting department.
