David J Steiner

Current

• Financial Representative at Forest Hills Financial Group

Past

• Agent at New York Life
• Sales and Product Consultant at East Hills Auto Group

Education

• Cardozo H.S.

Recommended

8 people have recommended David J

Connections

69 connections

Industry

Insurance

Websites

• My Company
• Guardian Business Site
• Guardian Main Site

David J Steiner’s Summary

I just recently joined The Forest Hills Financial Group.

For the past 60 years, Forest Hills Financial Group has been helping clients build their assets and then preserve and conserve those assets through proper planning and protection. We are devoted to providing the finest in financial services to professionals, business owners and individuals. We accomplish this by meeting the needs, interests and financial objectives of our 40,000 plus loyal policyholders and clients.

This is our passion as well as our profession.

David J Steiner’s Specialties:

We are a Full Financial service firm. If I can't help you, I will work with someone who I believe can.

David J Steiner’s Experience

• Financial Representative

  Forest Hills Financial Group

  (Privately Held; 51-200 employees; Financial Services industry)

  April 2008 — Present (5 months)

  For the past sixty years, we’ve been helping our clients build their assets and then preserve and conserve those assets through proper planning and protection. During that time, the role we play in our clients’ financial lives has grown dramatically. Employee and executive benefit plans, both tax qualified and non-qualified, as well as buy-sell and business-continuity planning are just some of the areas in which we consult for our business and professional clients. For individuals and their families there is retirement planning, college funding strategies and estate analysis, as well as life, disability and long term care insurance.

• Agent

  New York Life

  (Privately Held; 10,001 or more employees; NYL; Financial Services industry)

  January 2007 — April 2008 (1 year 4 months)

• Sales and Product Consultant

  East Hills Auto Group

  (Privately Held; 51-200 employees; Automotive industry)

  January 2001 — January 2007 (6 years 1 month)

David J Steiner’s Education

• Cardozo H.S.

  1993 — 1996

Additional Information

David J Steiner’s Websites:

• My Company
• Guardian Business Site
• Guardian Main Site

David J Steiner’s Interests:

I am interested in meeting new people. You never know when that next opportunity will be.

David J Steiner’s Groups:

BNI, The Leonard Clan, Grassroots Business Network, My Family

•    BNI Chapter 39

David J Steiner’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch