Steven Helfer

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Steven Helfer is a financial consultant based in Boston, Massachusetts, affiliated with Oppenheimer. He specializes in aligning clients' unique goals, values, and needs through holistic financial planning and investment strategies. Steven employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. He focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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