SN Retirement Planning Professionals

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for SN Retirement Planning Professionals
Team photo for SN Retirement Planning Professionals

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Advisors

Steve Nelson

Financial Advisor

Managing Director
Visit Steve Nelson's website


Team

Lindsay Morganstein

Lindsay Morganstein

Registered Client Service Associate,

Practice Manager