Steven Mekler

Services Offered

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

About

Steven Mekler is a financial consultant based in Princeton, New Jersey, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategies tailored to each client's unique goals and risk tolerance. Steven employs a thorough discovery process to understand the specific situations of his clients, which include high net worth individuals, families, corporate executives, and businesses. His focus is on growing and protecting client assets while addressing complex financial issues through personalized strategies.

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