I want to make a tangible difference in the lives of people I serve professionally. I do this b y educating people on how to mitigate risk, protect their legacy, become more tax efficient, and build a solid retirement plan.
Steve Stoimenoff is a Financial Advisor at Michigan Financial Companies, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
As Financial Advisor, Steve is qualified to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance.
With more than 15 years of financial advising experience, he work closely with business owners, executive teams and their advisors to help pursue their financial goals and implement strategies to meet their distinctive needs.
Professional Registrations & Licenses
- FINRA Series 6
- FINRA Series 65
- FINRA Series 63
Services available include
- Roth IRA’s
- Traditional IRA’s
- Life Insurance
- Long-Term Care Insurance
- 401(k) Rollovers
- Retirement Strategies
- Tax-Deferred Annuities
- Financial Needs Analysis
- Investment Advisory Services
- Estate Preservation Strategies
Personal Data
Steve lives in Byron Center, MI with his wife, Gail, and their CockaPoo, Beau. Together they have three children and five grandchildren. Having grown up in the area, he finds it important to serve his community both as a Financial Advisor and as a Family Pastor at Cornerstone Church. In his free time, Steve enjoys playing the saxophone, working on projects around the house, and watching the Lions and Spartans play football.