Steven Stroup

Steven Stroup

Executive Vice President- Investment Officer

(301) 798-7548 – Email

LICENSE(S):
– Series 7, Series 63, Series 65
– CA Insurance Lic. # 0L52572

With over 38 years of financial services experience, Steve serves a select group of individuals and families with their investment needs. Primarily, he helps those nearing the end of their careers define their vision for retirement and learn how to help potentially increase their savings. Steve's objective is to help his clients plan and be best prepared for the expected and unexpected transitions that they will likely face in retirement. Having worked through all sorts of market conditions, Steve has the experience it takes to help his clients manage risk while creating and maintaining wealth strategies.

Steve strongly believes in giving back and staying involved in his community. His current and past community involvement includes being a board member of the Bedford Chamber of Commerce, Bedford Elks, The Bedford Borough of Municipal Authority and Homewood at Spring House Estates. Steve resides in Bedford, PA with his wife Janice, and they have four adult children. His hobbies include golfing, bowling, skiing, cycling and mountain biking.



CA Insurance Lic. # 0L52572
Resident State: PA

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