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Episode 637: Steve was recognized by Forbes in 2019* as one of the top financial advisors in Ohio. His financial services career began in 2002 when he formed a team that focuses on the financial well-being of retirees, multigenerational families and closely held businesses. Today, he’s proud of the many long-lasting relationships he’s formed with his clients as he’s helped them plan for their financial goals. Steve’s team helps families by focusing on five core strategies: wealth preservation, cash flow maximization, tax efficiency, legacy planning and philanthropy. The team assists businesses with a range of needs including banking, business transition planning and capital markets. Whoever the client may be, Steve and his team are committed to providing truly comprehensive wealth management. Testimonials are the secret sauce to getting more business. Let us make them for you. https://www.BusinessBros.biz/testimonials NEED HELP STARTING YOUR OWN PODCAST? https://www.businessbros.biz/podcastpro Business Bros Merchandise: https://teespring.com/stores/businessbros Contact James for all your Insurance needs 619-884-0045 or James@SiasFirst.com OR CLICK ON THE LINK BELOW!!! GET A HOME OWNERS POLICY FAST!! www.businessbros.biz/homeowner JOIN THE BUSINESS BROS NETWORK www.businessbros.biz Want to be on an episode of Business Bros the #1 Podcast in San Diego? www.BusinessBros.biz/guest Join the conversation or catch the podcast live on our social media feeds @BusinessBrosPod Facebook, Instagram and Twitter. You can listen to past episodes on our website www.SiasFirst.com. www.bensound.com --- Support this podcast: https://anchor.fm/businessbrospod/support