Broker Check

Steven A. Dean

Helping people prepare for financial freedom is one of the reasons I became a financial advisor. My goal is to assist my clients in striving for financial independence and then managing their resources after retirement. I do this by focusing on building wealth through strategies that seek to reduce taxes and reflect my clients' outlook and aspirations.

I believe the first step when meeting with my clients is to listen to them. I listen to their questions, needs, goals and the level of comfort with their investments. My years of experience give me the expertise to help my clients develop the financial strategies they will need to help them work toward their financial goals and objectives. Once we have identified and implemented a strategy, I then meet with them on a regular basis to review their financial situation.

As a Financial Planner with Northeast Planning Associates, Inc., I am able to provide my clients with access to stocks, bonds, mutual funds and other investment opportunities, as well as create a financial plan customized to their needs.

 I currently reside in Madison, ME, with my wife, Gloria, and our two children.