Steven Auerfeld

Services Offered

• Investment strategies
• Insurance planning
• Holistic financial planning

About

Steven Auerfeld is a financial consultant based in Haddon Township, New Jersey, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Steven employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. His practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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