about you

"He is always available to answer my questions and help me with any of my financial needs. In a world where you pay more and get less, it's nice to have that personal service "

-- JM

"My husband took care of everything, After he passed, I was completely lost. Chris has been with me every step of the way and helped me to  handle everything"

-- DS

"We have been successful with our business, but it takes a lot of our focus. Chris has handled all of the details and done all of the legwork so that we don't have to"

-- PS & SS

"All of the big firms are going more digital and reducing customer service. I am thankful that Finstepz offers personalized, client-friendly options for people like me"

-- KN

"Attending multiple meetings at different offices is difficult. Chris comes to our house and coordinates virtual meetings with our other services"

-- BW & SW

"I am a professional and know the value that working with a team of like-minded services can bring to your personal and business finances. Finstepz gives me that   "

-- GC