Financial Rep with Forest Hills Financial Group
Greater New York City Area
- Current
-
- President at BNI Chapter 57
- Financial Representative at Forest Hills Financial Group
- Owner at Dirty2Purdy Cleaning Services
- Past
-
- Advisor at Metropolitan Financial Services
- Agent at New York Life
- Agent at New York Life
- Sales and Product Consultant at East Hills Auto Group
- Education
-
- Cardozo H.S.
- PS 41Q
- Recommended
-
15 people have recommended David J - Connections
-
199
connections
- Industry
- Insurance
- Websites
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
-
President
BNI Chapter 57
(Insurance industry)
2008 — Present (1 year)
-
Financial Representative
Forest Hills Financial Group
(Privately Held; Financial Services industry)
April 2008 — Present (1 year 4 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.
-
Owner
Dirty2Purdy Cleaning Services
(Insurance industry)
August 1978 — Present (31 years)
My business partner and I started this company in February of 2009. In 14 short weeks we have achieved a level of success that could not have been imagined. We now have several full time cleaners, a director of sales, a website and an office in Union Square, NYC. In that time we have become very proficient in move in/out clean ups as well as post construction.
We will provide all of your commercial and residential cleaning solutions. We can do one time clean ups or daily, weekly, bi-weekly, or monthly service.
If you are not sure if we can provide the service you are interested in, please don't hesitate to ask.
David Steiner, Owner
Dirty2Purdy Commercial and Residential Cleaning Solutions -
Advisor
Metropolitan Financial Services
(Insurance industry)
2007 — 2008 (1 year)
-
Agent
New York Life
(Privately Held; 10,001 or more employees; NYL; Financial Services industry)
January 2007 — April 2008 (1 year 4 months)
-
Agent
New York Life
(Privately Held; 10,001 or more employees; NYL; Financial Services industry)
2007 — 2008 (1 year)
-
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
-
PS 41Q
Additional Information
David J Steiner’s Websites:
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
-
MNG - My Networking Group -
AICPA (The American Institute of Certified Public Accountants) -
Keep It In Queens- A program from the Queens Chamber of Commerce -
BNI Chapter 57
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
