Steve Grazio

Background

About Steve Grazio

Expert financial guidance should be accessible to everyone. I help clients build confidence to develop a personalized financial program regardless of their background, knowledge or current financial situation. As an experienced financial services professional, I know how to ask the right questions to provide meaningful guidance and solutions that work for your unique situation. I have a simple philosophy – Meet clients where they are in their financial journey. With access to one of the industry's most comprehensive suites of solutions, I help individuals and families create a common-sense roadmap that can adapt to life's inevitable changes. My client-centered process facilitates the refinement of financial goals and identification of opportunities for improvement. With this framework, I prioritize practical advice and straightforward solutions. I’m passionate about demystifying common financial concepts to empower historically underserved or marginalized populations. Most people are uneasy about their finances due to a lack of guidance and their tendency to prioritize the needs of their loved ones or their careers ahead of themselves. I work with individuals to identify and align their financial and life goals. It's my firm belief that financial literacy is for everyone. In service of this conviction, I regularly host complimentary talks (in person or virtually) at local centers of worship, community events, and networking events. No matter who you are, there’s a seat for you at my table. I also help organizations of all sizes attract and retain talent through competitive workplace retirement programs. I help business owners identify their goals, gather and review proposals. I then provide a comprehensive service, coordinating with all team members to ensure proper implementation and understanding. By utilizing a network of industry leading recordkeepers, custodians and investment managers I can more efficiently navigate, access and offer workplace retirement programs (401k, 403b, SEP, SIMPLE, etc.) that your employees deserve. Your goals are worth pursuing, and I'm here to help you reach them. Let's connect and build a financial program that makes sense for you. 610-639-2841 sgrazio@primerica.com Specialties: Investment Advising | Dividend Income | Variable Annuity | Debt Solutions | Retirement Planning | Education Funding