Michael worked with my husband when he retired from his construction job and helped him with his union annuity to make sure I received income over my life. The stock market wasn’t for us and we wanted guarantees that wouldn’t hurt our savings. Since my husband’s passing, Michael always keeps me informed about my finances. I hear from him more than my son.

As a single woman, it’s important that I trust the advisors that help me with my money. Mike took the time to understand my concerns and needs. We speak a few times a year. I appreciate that he’s easy to work with.

We started speaking about guaranteed savings plans years before I retired from my practice. My concern was preserving part of my portfolio for additional income once I retired. That’s exactly what happened when I retired. Diversification and preservation is what I looked for and Michael came through on both concerns. Highly recommend a consultation with his firm.

I have been with Michael since we opened our first bagel shop almost 30 years ago. Michael helped us plan for our life insurance needs to cover debt on the business and house. He has been advising us over the years with investing ideas. He makes things easy to understand.

 My friend referred me to Steinbach Financial when I was looking for a Medicare plan. Michael Steinbach went over all the options available to me. Honestly, I was so confused and Michael explained everything and made sure my doctors were covered as well as my prescriptions.