How I Work
My reasons for becoming a financial professional are many. In my accounting practice, I often saw clients who were not receiving competent advice, and were struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial and tax professional, I can help people better prepare for the future. After years in the business, I have learned to individualize my approach to each client's situation and help them pursue their financial objectives. Developing a strong level of trust is always uppermost in my approach to any relationship.
Steven Greenberg
Financial Professional
Steven Greenberg has been a dedicated financial advisor since 2001, with over two decades of experience in investment management, tax planning, and financial guidance. He is Series 66 and Series 7 registered and holds Life, Accident, and Health Insurance licenses.
Steven began his career as a financial advisor with PaineWebber in 2001 after nearly 30 years as a co-owner of a New York-based accounting practice. His extensive background in accounting and tax planning provides him with a unique perspective in helping clients navigate their financial lives. After PaineWebber evolved into UBS, he transitioned to Citi-Smith Barney in 2005 before becoming an independent advisor with The Investment Center, Inc. in 2008.
In 2013, he and his family relocated to St. Simons Island, GA, joining Summit Financial Advisors, where he has remained ever since. Throughout his career, he has maintained a client-first philosophy, tailoring his approach to each individual's unique financial situation. His deep understanding of tax matters enhances his ability to provide comprehensive financial guidance.
Steven values building long-term, trusting relationships with his clients, ensuring that every financial decision aligns with their overall well-being and long-term goals.