Steven Stapley

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Steven Stapley is a financial consultant based in Seattle, Washington, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, Steven gains a thorough understanding of each client's specific situation, time horizon, and risk tolerance. He focuses on providing financial guidance to high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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