Robert Steffen is excited to announce they have joined forces with Boulay Financial Advisors

PREPARING, EXPANDING WITH THE SAME IDEALS AND CULTURE

First off, I have no plans to retire! The timing was right and the fit couldn’t be better to help me serve our clients and employees as best we can for the long-term. We are excited to join Boulay and offer our clients expanded services and resources in an increasingly complex and fast moving world. Over the years, I have talked with several firms but never came away 100% comfortable with their approach and priorities. I have no concerns with Boulay. They have a growing wealth management team that shares Robert Steffen and Associates mission to “Do right by our clients”. By joining forces with Boulay, we believe we can do an even better job of providing top notch service.

Looking for your accounts?

TD Ameritrade
TD Ameritrade 529 College Savings Plan
College Savings Iowa 529 Plan
Minnesota College Savings 529 Plan
Vanguard
Fidelity
Charles Schwab

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