Steve Germany
Grapevine
Steve works to determine his client's risk tolerance and investment time horizon and then educates them on products and services to help them meet their goals.
He holds a bachelor's degree from Oklahoma State University and enjoys traveling.
He feels it's important for his clients to know he takes a proactive approach by keeping in touch and doing timely account reviews.
Steve Germany
Senior Financial Advisor CRD#: 2765364BrokerCheck: Check the background of this firm on FINRA's BrokerCheck
Client Relationship Summary: Learn more about the services we provide to retail investors.
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