Steve Durdin

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About Steve Durdin

For more than three decades, I've helped individuals and families make confident, well-informed financial and risk-management decisions. I've seen how thoughtful planning can bring clarity, direction, and peace of mind, and how failing to prepare can have lasting consequences.

As a Registered Social Security Analyst (RSSA®), I, along with my team, bring specialized expertise in one of the most important, and often misunderstood parts of retirement income planning. Social Security isn't just a monthly check; it's the foundation of a solid retirement strategy. We guide clients through complex rules, help them avoid costly mistakes, and work to optimize the lifetime benefits they've earned.

With additional credentials in long-term care (CLTC®), investments, and insurance, I offer objective, fiduciary-level advice alongside comprehensive risk-management solutions. Our focus is on integrating Social Security, investments, insurance, and long-term care into one coordinated approach, so all the pieces of your financial life work together seamlessly.

Though I serve clients nationwide, my roots are in Tabernacle, NJ, where I live with my wife of more than 36 years, Julie and German Shepherd, Cooper.

Faith, family, and community inspire the work I do each day.

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General Information

Firm Start Year

1925

CRD#

4354806

Firm CRD#

158292

Insurance License#

NPN 3137638

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Businesses, Financial Planning for Individuals

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

RSSA®, CLTC®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Health, Life, Long Term Care, Accident, Disability, Property, Casualty

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee, Commissions, Based on Assets

Disclosures

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Additional Detailed Disclosures
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