The Steele Group
Whether you're someone who has never done any financial planning or someone with a lot of experience, we have the expertise to help you. Whether you are interested in investment advice, insurance, retirement planning, retirement income planning or estate planning, we can help. Our primary product is knowledge. Although, like any other financial institution we sell financial products and services, knowledge is our true product and service – knowledge to help you build a successful financial future through planning. We truly care about each and every one of our clients and go above and beyond to deliver 'true value' that is amazingly hard to find in today’s marketplace. Are you ready to experience true customer service, insight that will solidify your future and a passion for financial advice that you just won't find anywhere else? The | Steele Group - Making your money work harder. Our wide range of services and vast experience make us an industry leader in corporate benefits programs. With an arsenal of educational tools, seminars, workshops and programs, we know what it takes to maximize your budgets and have the resources to implement programs of any size. Whether you're looking to provide typical life and health benefits, a group retirement savings program or need to create and deliver an employee communications strategy, we’ve got you covered
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Verified contacts
21
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
2
tools in use
Monthly traffic
9
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- MM
Mario Mota
Financial Planner Partner · Finance & Accounting
EmailPhone - CS
Cliff Steele
Financial Advisor Managing Partner · Other
EmailPhone - MS
Michelle Steele
VP Finance · Finance & Accounting
EmailPhone - AS
Arlene Steele
Business Manager · General Business & Management
EmailPhone - KO
Katie Oneill
Manager, Compliance · General Business & Management
EmailPhone - KF
Kelsey Fullerton
Manager, Client Services & Resource Planning · Other
EmailPhone - BM
Bronwyn McCrone
Service Associate · Customer/Client Service
EmailPhone - EL
Emily Larromana
Administrative Assistant · General Business & Management
EmailPhone - HL
Hadley Lovell
Service Associate · Customer/Client Service
EmailPhone
Showing 9 of 21 verified contacts
Top roles at The Steele Group
15 distinct titles indexed · top 10 shown.
- 7service associate
- 1administrative assistant
- 1business consultant
- 1business manager
- 1financial advisor managing partner
- 1financial planner
- 1financial planner - partner
- 1financial planner partner
- 1founder and past president
- 1group benefit and retirement specialist
- +5more titles
Sign up to unlock all 21 contacts at The Steele Group
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