What Makes Us Different?
A boutique firm located in the heart of the Uptown Galleria District in Houston, we primarily serve Texas with an emphasis on the greater Houston area.
With over 90 years of experience, our goal is providing financial services for individuals, families and businesses. Our mission is to fosterlong-term partnerships with our clients. Our areas of focus include:
- Retirement & Investment Planning
- Estate Planning Strategies & Wealth Transfer
- Life Insurance for Individuals and Businesses
- 401K & Deferred Compensation
- Disability Insurance
- Long-Term Care
- Charitable Gifting
What Makes Us Different?
At Sofer Steiner & Associates, the client relationship is the
sacred foundation to our business. Because of our size, we can focus more independently on client relationships and needs- giving credence to the very personal nature of a business that at larger firms can seem so impersonal.
We invite you to read our website and consider your own personal financial goals. Let us nurture a long-lasting partnership with you.