Steven E. Glick, ChFC, CFP®
Steven has been highly successful working with Financial Advisors of large; Investment Banks, Registered Investment Advisors and Property & Casualty firms. He works very closely with their advisors as the member of their team who provides Estate Planning and Advanced Life Insurance Design services. Steven guides their clients through these complex processes and provides insightful solutions in the areas of; Estate Conservation, Estate Tax Mitigation, Legacy Planning and Wealth Transfer. Clients are primarily high net worth individuals including: Affluent Families, Executives, Successful Professionals, Business Owners and Entertainers.
Steven prides himself on having aligned his practice with dedicated advisors whose ability and reputation for excellence have set them apart. Steven began his financial services career in 1989. He was an agent with Northwestern Mutual for many years and joined American Business & Professional Program, Inc. in April 2002. Steven graduated from Binghamton University in 1989 with a BA in Economics and Biology. He has earned the degree of Chartered Financial Consultant from the American College. He is also a Certified Financial Planner™ Professional.