Steps Financial
Seeking Financial Advice for the first time, can be daunting. Some of our clients come to us, after having had a bad experience in the past, while others seek us out because they love our gentler approach. Throughout our process, we use technology to make your life (and our job) easier. We believe in simple, straight-forward advice that’s relevant to you.
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Verified contacts
3
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LinkedIn employees
3
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Distinct roles
3
indexed titles
Tech stack
2
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Monthly traffic
2
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- TO
Tanya Oddo
Director, Steps Financial · Finance & Accounting
EmailPhone - JJ
Jeldy Jane Dagoc
Client Services Officer · Customer/Client Service
EmailPhone - RS
Russian Stephanie
Administration Assistant · General Business & Management
EmailPhone
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Top roles at Steps Financial
3 distinct titles indexed · top 3 shown.
- 1administration assistant
- 1client services officer
- 1director, steps financial
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