Align Advisors
Jesse Steffy is an experienced financial advisor at Align Financial Services Group, having served since May 2010, where expertise includes managing 401(k) and 403(b) plans and fiduciary obligations for both employers and employees. Prior to this role, Jesse was an ambassador for The Lancaster Chamber of Commerce & Industry from January 2011 to March 2013, actively supporting chamber members and promoting community businesses. Earlier career experience includes a position as a Customer Service/Project Estimator at Steffy Cranes, Inc. Additionally, Jesse holds a Bachelor of Science degree in Business Administration with a focus on Management and Marketing from Ithaca College, completed in 2005, and is a graduate of Ephrata Senior High School.
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Align Advisors
Intentional investing is what we practice at Align. We believe that aligning financial plans and products with personal values and well-defined objectives is critical to achieving success. In short, we design personal and purposeful financial plans. And, because we are independent and free of competing interests or influence, we can do that. We have the luxury of planning and investing for the benefit of our clients, so our objectives can match theirs. Our mission is to solve your challenges, not reach our sales objectives. This communication is strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,MA,MD,NC,NJ,NY,PA,& VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/, http://www.SIPC.org, a Registered Investment Adviser. AlignFSG, 243 North Duke Street, Lancaster, PA 17602. 717.207.9230 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Employees
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