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Meet Our Family of Companies
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Aaron STEFFAN
2021 military friendly top 10 employer

aaron steffan, FSCP, LUTCF

financial advisor & personally producing sm & registered principal
740-258-6425
Office Directions
Aaron STEFFAN
2021 military friendly top 10 employer
aaron steffan, FSCP, LUTCF
financial advisor & personally producing sm & registered principal
Financial representative phone numbers
Contact
Direct 740-258-6425
Office 800-365-1316

Ext. 51206
Fax 740-522-3204
Address
The Western and Southern Life Insurance Company -NEWARK, OH.
576 INDUSTRIAL PKWY STE A
HEATH, OH 43056-1645
Directions

Let's Review Your Finances

Our convenient eSnapshot tool gives me a quick profile of your current financial situation. From there, we'll develop a plan to help you achieve your goals.
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I'm Hiring

I'm actively looking for highly-motivated individuals to join my team. Learn why you should consider Western & Southern Life and explore the possibilities of a career with us.
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Together We Can Help Build a More Financially Secure Future

My Mission

I strive to create peace of mind by designing personalized solutions to help my customers achieve their financial goals.

My Background

I have 19 years of experience in the insurance and financial services industry.

I am a 2001 graduate of Ohio State University-Columbus.

I am married, have three children, and own a home, so I understand the need for income protection and planning.

I specialize in helping individuals like you with planning for retirement.

Learn More

Please contact me today to learn more about our products and services, request a quote, or schedule a financial needs analysis - all at no cost or obligation to you. I look forward to working with you.

Check the background of this financial professional on FINRA's Broker Check

Financial Solutions¹

Investment Advisory Services
Accidental Death Insurance
Annuities
529 College Savings Plan
Critical Illness Insurance
Disability Income Insurance
Group Health
Individual Retirement Accounts (IRAs)
Life Insurance
Long-Term Care Insurance
Medicare Supplement Insurance
Mutual Funds
Retirement Planning
Small Business Solutions
Supplemental Health
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How Far Away Is Your Retirement Horizon?

I can help you develop or adjust your financial course to help attain your goals in retirement so you can have the freedom to live life on your terms. Together we can plan for the kind of retirement lifestyle you want to enjoy.

Enjoy More Confidence About Your Financial Life

Regardless of your station in life, you can count on Western & Southern Life for financial solutions that make sense. Whether you are celebrating a new baby, career, home or retirement, I can help you plan for your specific financial needs.

Let’s Simplify Planning for Your Future

A quick financial review can give you an insightful analysis of your current needs. I can provide a complimentary, customized report to figure out the course to help secure your family’s future.

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Refer a Friend

If you have experience with your own financial planning, then you know the value of working with a professional. 
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Request a Quote

A life insurance quote could be a good first step as we work together to identify financial solutions that can help you achieve your goals.
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IMPORTANT DISCLOSURES
Securities offered by Registered Representatives through W&S Brokerage Services, Inc. (W&SBS), member FINRA / SIPC. Advisory services offered by Financial Advisors through W&SBS, a registered investment adviser. All companies are members of Western & Southern Financial Group.

Not all Agents are registered to sell securities or offer advisory services. If you have a particular investment need and your Agent is not licensed/registered for the representation or sale of investment products or advisory services, please ask to speak to an Agent who is actively and appropriately registered with W&S Brokerage Services, Inc.

¹Western & Southern Agency, Inc. is a member of Western & Southern Financial Group (Western & Southern). Some products available are issued by third party insurance companies, which are not affiliated with any Western & Southern member company. Western & Southern Agency, Inc. is the distributor. A contract's financial guarantees are subject to the claims-paying ability of the issuing insurance company. In the State of California, Western & Southern Agency, Inc. is known as and does business as Western-Southern Insurance Agency.

Western & Southern and its affiliates do not provide legal or tax advice. Always consult an attorney or tax advisor regarding your specific legal or tax situation.