Integrity. Insight. Experience.
Excellent Wealth Management Services
The investment climate has never been more exciting or more challenging than it is today. Now more than ever, customers of financial institutions demand professional advice and guidance, and require the ability to receive comprehensive products and services from a single entity. To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs. By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, my office maintains a constant commitment to putting service first. If you would like any further information about these topics, or other areas of investing, please don't hesitate to call or email my office. I can help you make sense of today's investment climate.
Investment Management That Works for You
Get investment recommendations and management services that work for you and your specific plan objectives. At Steen Investment Group Inc, we work with you to create tailored investment solutions, including individual stocks and bonds.
Reach Your Financial Goals Through Careful Investments
Steen Investment Group Inc is a comprehensive wealth management firm dedicated to serving your financial needs including:
- Individual Stocks
- Taxable & Tax Free Bonds
- Mutual Funds
- Alternative Investments
- Variable & Fixed Annuities
- ETFs and UITs
- Traditional & Roth IRAs
- SIMPLE & SEP IRAs
- 401k, 403b, Keogh Plans
- Deferred Compensation Plans
- Defined Contribution Plans
- Defined Benefit Plans
- Financial Plans
- Estate Plans
- 529 College Savings Plans
- Trust Accounts
- Life Insurance
- Long-Term Care Insurance
Custom-Designed Investment Solutions
Work with the specialists at Steen Investment Group Inc to discuss your financial goals and how you can achieve them. Through our customized financial analysis approach, we will make sure to provide a sound foundation for the management of your investments.
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Contact Us
Steen Investment Group Inc.
307 W Pine Street
Hattiesburg, Mississippi 39401
Tel: 601-450-7977
frank.steen@lpl.com
© 2018 Steen Investment Group Inc.