Our Firm

 

 


Staten Wealth Strategies is a team of committed financial professionals and support staff.  This unparalled team consists of experienced, qualified professionals, many of whom have achieved various designations:

  • CFP®- CERTIFIED FINANCIAL PLANNER professional
  • CPA and Attorney
  • Registered Investment Advisor
  • ChFC®-Chartered Financial Consultant
  • CLTC-Certified in Long-Term Care
  • CLU®-Chartered Life Underwriter
  • LUTCF-Life Underwriter's Training Council Fellow

Our team of professionals is committed to help you make informed financial decisions.  We strive to be a trusted source of financial products and services for all kinds of people.  With our knowledge, experience and commitment, we can help you create your own personal safety net-a plan for the future to help you meet both your financial and life goals.

If your goal is to achieve financial freedom, we will help pursue it.  Because financial freedom means different things to different people, we take the time to understand what it means to YOU.  No matter what stage of life or financial state you're in, having a financial strategy is a critical part of everyone's life.  Our goal is to give you the right tools to help you understand your financial possibilities.

In a world crowded with new investments, changing tax laws, rapidly evolving insurance products and volatile economic cycles, more and more people are looking for the right financial company to guide them.  Financial Services Representatives offer value-added experience that you may not be able to get from the traditional stockbroker, banker or accountant.  As your MetLife Financial Services Representative, we are able to take a view of your particular situation, help you identify your risks and possibilities, help you sort through choices and provide you with the right strategies and tools at the right time.

At State Wealth Strategies, our representatives' primary goal is to help you enjoy a comfortable lifestyle today, and look forward to a financially secure future by guiding you through today's changing financial landscape.  They will listen to and understand your financial needs so that they can assist you in identifying appropriate products and services to help you reach your financial goals.  Whether it's funding a college education, financing a wedding or pursuing the financial freedom to live out your dreams, we can help.