FW
Executive Assistant To Dan C
JW
Senior Executive Assistant
JV
Lpl Financial Advisor
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Sofer Steiner & Associates
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
2700 Post Oak Blvd Ste 1150, Houston, Te...Phone Number
(713) 626-2145Website
www.sofersteiner.comRevenue
<$5 MillionIndustry
About Sofer Steiner & Associates
Sofer Steiner & Associates, LLP is a boutique financial services firm located in the Uptown Galleria District of Houston, Texas, with over 90 years of experience. They specialize in providing tailored financial strategies for individuals, families, and businesses, focusing on areas such as retirement and investment planning, estate planning, life insurance, and long-term care. The firm emphasizes building long-term partnerships with clients, ensuring a personal approach to financial services. Their primary clientele includes residents and businesses in the greater Houston area.Explore more
Sofer Steiner & Associates Org Chart
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Sofer Steiner & Associates Tech Stack
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Sofer Steiner & Associates, LLP is a boutique financial services firm located in the Uptown Galleria District of Houston, Texas, with over 90 years of experience. They specialize in providing tailored financial strategies for individuals, families, and businesses, focusing on areas such as retirement and investment planning, estate planning, life i... Read More
