Broker Check

Judy Steele, Steele Financial Partners Inc

916.846.7733

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Judy Steele

Financial Advisor

916.846.7733

916.789.8567

As a Financial Advisor with more than 30 years of experience, I am keenly aware that each individual financial situation is unique and deserves a unique strategy for achieving one's financial goals. I am honored to work with so many of...

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Jen Vickner

Branch Operations Manager

916.846.7737

916.789.8567