Steven C. Finkelstein,  CFP<sup>&reg;</sup> - Financial Advisor

Steven C. Finkelstein, CFP®

Financial Advisor

Sterling Retirement Resources, Inc.

8401 Golden Valley Rd, Ste 22
Golden Valley, MN 55427
(763) 762-3400

General

Steven Finkelstein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sterling Retirement Resources, Inc. in Golden Valley, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Employee Benefits, Getting Married, Insurance, Stocks & Bonds, Startup, Succession Planning, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources