Company

Formed in 1986 by Roger Sofer and Dan Steiner, Sofer Steiner & Associates, LLP represents 60 years of experience in the financial services industry. Our business is comprised of two main components: our speciality in estate, business and retirement planning and our experience in long-term care, disability and life insurance.

Sofer Steiner & Associates strives to create new and dynamic strategies to complex business and individual, financial issues. Our goal is to honor sound business strategies while remaining committed to innovation.

At Sofer Steiner & Associates, our priority is upholding the integrity of the client and their objectives above all else. Our service staff has a sense of ownership and responsibility for the client relationship, thus allowing us to discover, anticipate and fulfill individual needs and aspirations. We do this by providing analysis, implementation, and ongoing review of our client's needs and goals.

The intimate, boutique atmosphere we cultivate encourages a deeper connection between our staff and our clients, allowing for meaningful, long-lasting relationships built on communication and trust. It is this connection that defines Sofer Steiner & Associates and has earned us a reputation for excellence in our industry.