Myers Financial

At Myers Financial Services, we are committed to helping our clients achieve their financial goals and securing their financial future. Our team of experienced professionals is dedicated to providing personalized service and tailored solutions to meet the unique needs of each client.

Our Team

Our team is led by Steve Myers, a seasoned financial professional with over 36 years of experience in the financial services industry. Steve is a certified National Social Security Advisor, Series 65 Registered Investment Advisor Representative, and licensed with several insurance companies. He holds a Bachelor of Science Degree in Business Administration from The Ohio State University and has completed all five sections required for the Certified Financial Planner (CFP) designation.

Our Services

At Myers Financial Services, we offer a wide range of services designed to help our clients achieve their financial goals. Our services include:

Wealth Management

We work closely with our clients to understand their unique needs and create customized solutions to help them achieve their financial goals. Our wealth management services include investment planning, retirement planning, and long-term care planning.

Social Security Benefits

Our Certified Social Security Advisor can guide you through the process of applying for Social Security benefits and help you maximize your benefits for you and your family.

Retirement Planning

We help our clients take the first step towards enjoying a secure financial future by establishing their retirement goals now.

Long Term Care Planning

Unexpected accidents, illnesses, or injuries can happen at any time. Our long-term care planning services help our clients prepare for the unknown now, before they really need it.

Upcoming Events

We regularly host seminars and webinars to educate our clients on various financial topics, including investment strategies, retirement planning, and Social Security benefits. Stay tuned for upcoming seminars and events.

Contact Us

If you have any questions or would like to learn more about our services, please don't hesitate to contact us. We're here to help you achieve your financial goals and secure your financial future.