Our Family of Companies
western & southern financial group
western & southern life
columbus life insurance company
eagle realty group
fort washington investment advisors
gerber life insurance
integrity life insurance company
lafayette life insurance company
national integrity life insurance company
touchstone investments
western & southern financial group distributors
Meet Our Family of Companies
Our site uses cookies to improve your visitor experience. By browsing our website, you agree to the use of cookies and agree to our privacy policy.
2021 military friendly top 10 employer
Aaron STEFFAN
mdrt

aaron steffan, FSCP, LUTCF, NSSA

financial advisor & personally producing sm & registered principal
740-258-6425
Office Directions
2021 military friendly top 10 employer
Aaron STEFFAN
mdrt

aaron steffan, FSCP, LUTCF, NSSA

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 43056-1528
Directions

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.
Ask Me How You Can Get Started

Send Me an Email

Required Fields*
By submitting this request, I opt in and consent to receive e-mails from The Western and Southern Life Insurance Company, Western-Southern Life Assurance Company, W&S Brokerage Services, Inc., or partners on The Western and Southern Life Insurance Company’s behalf for marketing products and services related to my request, at the email identified above. I understand that opting in is not required to make a purchase. To purchase without opting in, do so by calling us at 855-973-4669. I also acknowledge that I have read, understood, and accepted the Privacy Policy.
Information included in this Email may not be secure and could be intercepted by a third party while in transit. Do not submit sensitive information such as passwords, policy numbers, or other information that you would like to keep private. If you have such a request, please call Client Services at 866-832-7719.

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 retirement planning.

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
backpack-with-books

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.

Join Our Newsletter

Receive timely lifestyle, financial and how-to information as well as personalized offers to help you live a healthier and financially stronger life.
SUBSCRIBE TODAY

Refer a Friend

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

Get a Quote

We offer a variety of financial solutions to help you meet your goals. Contact me to learn more about our products and receive a quote. 
CONTACT ME
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 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.