In 2009, after 21 years in various roles including Business Owner and General Manager in the automotive industry, Steve decided to refocus his financial and business interests towards helping individuals, families and small businesses.
Steve’s goal is “To help people achieve financially, what they otherwise would not”. With the team and resources he has surrounded himself with, he strives to empower people with the tools and knowledge to attain their financial goals while addressing their unique situation.
With over 16 years experience in the financial services industry and maintaining a strong grasp of the everchanging rules and regulations, Steve always looks to deliver the most sound and appropriate advice that is in the best interest of his clients.
Stephen Smith is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Stephen Smith is licensed to sell securities in PA, NJ, DE, TX, and also insurance-licensed in PA, NJ, DE, MD, VA.