Achieve Financial Stability With Customized Solutions

“I have been a client of Steve’s for over 20 years.  He is incredibly knowledgeable and has been a trusted advisor for me and my family.  All of my requests are handled efficiently and in an extremely timely manner.  I am very thankful to have had a resource like Steve for all of these years.” 

“Steven Joel and LEFC has been a trusted family financial advisor for many years. He has provided my parents with profit sharing/pension plans for our facilities, 529 college savings accounts for their grandchildren, various insurance products, 401(k) plans, investments, and so on. My family and I would highly recommend Steven Joel and LEFC.”

“I have been a client for 30 years and have put my entire trust in Steve to provide me with expert advice with regard to all of my financial needs. He has always communicated with me on a timely basis and always took the time to research what would suit my needs best. Having Steve as a financial advisor all these years has given me tremendous peace of mind and I am grateful.” 

"I have been working with Steve Joel for over 15 years on life insurance, health insurance, and investment management. Steve has always provided honest and beneficial advice for our estate planning. Not only is Steve a wonderful professional, but I truly appreciate the friendship we have built over the years."