Michael Steigerwalt's professional focus is on business and personal financial services, estate preservation, and investment strategies especially for retirement.

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As a Financial Professional, Mike works and educates medical professionals throughout hospital residency programs.

 

Mike's previous experience as a business owner and process engineer in the corporate world, provides him with the insight to realize the financial stability that is required by individuals and businesses to be successful.

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Working with a team of professional associates, Michael concentrates his efforts in Pennsylvania and New Jersey, especially Lehigh Valley, Pennsylvania and the New York Tri-State area.

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Seminars: Michael presents seminars, educating employees of all types of organizations, including Associations and CPA Firms.

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Education, Professional & Accreditations: 

• Series 6 & 63 FINRA securities registrations, as well as, life and health insurance licenses

• Experienced in Qualified/Defined Contribution Plans (i.e. 401(k) plans-administration)

• Maintains continuing education in the areas of Estate Planning, Risk Management, and Retirement Planning

• Michael is an Air Force Veteran.

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Michael enjoys playing golf, taking long walks with his wife Beth, and cherishes his time playing with his 6 grandchildren. Michael is a lifelong resident of the Lehigh Valley, Pennsylvania.