Chelsea Financial Services

Meet Steven S. Maher

Retirement Planning / Investment Planner / Estate Planning

BRIELLE | NJ

STEVEN S. MAHER SR.

 STEVEN S. MAHER SR. I earned my B.A. from Fairleigh Dickinson University in 1972 and began my career in the financial services industry that same year with Penn Mutual Life in New York City. My first office was located in the Chrysler Building at the intersection of 42nd Street and Lexington Avenue.

Over the next decade, until 1982, I worked closely with individuals, small business owners, and professionals, offering guidance on life and health insurance, fixed annuities, and estate planning.

In 1981, I established my own firm, Steven S. Maher Consultants, Inc., and relocated my office to Saddle Brook, NJ. Initially, my focus remained on insurance services, including life and health coverage and fixed annuities. I also collaborated with accountants and attorneys to assist clients with wills and estate planning.

 By 1994, I expanded my expertise to include securities such as mutual funds and variable annuities. As an independent representative, I partnered with more than 25 financial companies, allowing me to offer customized investment strategies tailored to each client’s unique needs.

 Today, I serve as the Owner of Maher Financial Services, LLC, based in Brielle, NJ. Our firm provides a range of financial services, including investment planning and various insurance solutions. I personally oversee more than $60 million in assets (as of March 2024) and hold Series 6 and 63 securities licenses, operating in 10 states.

Throughout my career, I have received several industry accolades, including the Platinum Advisor Award from American General (2013–2023) and the Stars Club Award from Jackson National (2009–2019). Additionally, I have been honored by prestigious organizations such as the Million Dollar Round Table, National Sales Achievement Award, AIM Summit Club, and The Life Underwriters Training Council.

 

Contact Steven via our  Contact Form

Visit Steven’s website at  maherfinancialservicesllc.com

Visit Steven’s  LinkedIn profile

Specializations: Retirement Planning | Investment Planner | Insurance | Estate Planning

Area(s) Served:  Tri- State Area

Securities Licenses:  Series 6, 63

Licensed to Sell Securities in:  NJ, NY, FL, SC, WA, CT, PA, CA,AZ

Insurance:  Life Insurance, Disability Insurance, Medical Supplement Insurance, Fixed Annuity 

Licensed to sell Insurance in:  New Jersey, New York, Florida, South Carolina, Washington, Connecticut, Pennsylvania, California, Arizona

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