Your Financial Future Starts Here

Professional financial planning and investment advisory services tailored to your unique goals. Build wealth, secure retirement, and achieve financial independence with our expert guidance.

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About Steadfast Finance

Founded in 2015, Steadfast Finance has been helping individuals and families achieve their financial dreams through comprehensive planning and strategic investment guidance. Our team of certified financial planners brings over 50 years of combined experience in wealth management, retirement planning, and investment advisory services.

We believe that every client deserves personalized attention and customized financial strategies. Our approach combines time-tested investment principles with innovative planning techniques to help you build lasting wealth and financial security.

Our Mission: To provide transparent, ethical financial guidance that empowers our clients to make informed decisions about their financial future. We are committed to building long-term relationships based on trust, expertise, and results.

Disclaimer: All financial advice is for educational purposes only. Individual results may vary. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.

Financial Planning Team

Our Services

Comprehensive financial solutions designed to help you achieve your goals

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Financial Planning

Comprehensive financial assessments and personalized planning strategies to help you reach your short-term and long-term financial objectives.

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Investment Advisory

Professional investment guidance and portfolio management services tailored to your risk tolerance and financial goals.

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Retirement Planning

Strategic retirement planning services to ensure you can maintain your desired lifestyle throughout your golden years.

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Risk Management

Comprehensive insurance analysis and risk management strategies to protect your family and assets from unexpected events.

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Education Planning

Strategic planning for education expenses, including 529 plans and other tax-advantaged savings strategies.

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Estate Planning

Collaborative estate planning services to help preserve and transfer your wealth according to your wishes.

Why Choose Steadfast Finance

Experience the difference of working with dedicated financial professionals

āœ… Certified Professionals

Our team holds advanced certifications including CFPĀ®, CFA, and ChFC designations.

āœ… Personalized Approach

Every financial plan is customized to your unique situation, goals, and risk tolerance.

āœ… Transparent Fees

Clear, upfront pricing with no hidden fees or surprise charges.

āœ… Ongoing Support

Regular portfolio reviews and plan adjustments as your life circumstances change.

āœ… Technology-Driven

Advanced financial planning software and secure client portals for 24/7 account access.

āœ… Comprehensive Services

Full-service financial planning from investment management to estate planning coordination.

Client Success Stories

See what our clients say about their experience with Steadfast Finance

Michael Johnson

"Steadfast Finance helped us create a comprehensive retirement plan that gave us peace of mind. Their expertise and personalized approach made all the difference in securing our financial future."

Michael Johnson
Retired Teacher

*Individual results may vary. This testimonial reflects one client's experience and may not be representative of all clients' experiences.

Sarah Williams

"The team at Steadfast Finance transformed our financial situation. Their investment strategies helped us build wealth while managing risk effectively. We couldn't be happier with the results."

Sarah Williams
Small Business Owner

*Individual results may vary. This testimonial reflects one client's experience and may not be representative of all clients' experiences.

David Chen

"Professional, knowledgeable, and always available when we need them. Steadfast Finance has been instrumental in helping us plan for our children's education and our own retirement."

David Chen
Engineer

*Individual results may vary. This testimonial reflects one client's experience and may not be representative of all clients' experiences.

Get Started Today

Ready to take control of your financial future? Contact us for a free consultation

Request Your Free Consultation

Contact Information

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Address:
425 Park Avenue, Suite 2200
New York, NY 10022, USA
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Business Hours:
Monday - Friday: 9:00 AM - 5:00 PM
Saturday: By Appointment
Sunday: Closed