Steinberganna Wealth Management

Our Mission

At STEINBERGANNA Wealth Management, we are committed to building relationships based on trust. Our mission is to provide the highest quality of professional service to each individual client. We take a personal interest in your financial future and strive to ensure your success. Our independence allows us to represent your interests rather than those of a particular insurance or investment company. We believe that what is best for our clients is, in the long run, best for our company.

Who We Are

We are an independent, privately-owned firm led by Daniel and KC, who hold securities and investment advisory licenses, state insurance licenses, and various professional designations. As registered representatives and investment advisor representatives, we specialize in providing financial and investment advice covering a broad spectrum of clients' financial planning objectives. Our goal is to help you achieve your financial goals and personal needs.

Our Services

Our services include a wide range of financial and investment advice, including savings and investment vehicles offered by various insurance and investment companies. We provide recommendations tailored to meet your defined goals and needs, covering Annuity, Long-Term Care Insurance, Group Health, Individual Health, Disability Income Insurance, and 401(k) Information. Our expertise spans from general financial planning to specific investment strategies.

Our Location

We are located at 76 New York Avenue, Suite 2, Huntington, NY 11743. You can reach us at (888) 886-2662 or (631) 271-6160. Our fax number is (631) 271-6165, and you can email us at dsteinberg@americanportfolios.com or kcanna@americanportfolios.com.