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.
Articles and Resources
Is the strong jobs report bad news for stocks?
Jobs data calls asset valuations, future Fed rate cuts into question
The energy transition needs to be ‘done right’
High consumer prices, less U.S. competitiveness and still-high global emissions must be avoided
How long will the ‘Magnificent 7’ stock party last?
Focusing only on one group of investments may be costly, experts caution