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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

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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 21 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 and 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

Life Insurance
Investment Advisory Services
Accidental Death Insurance
Annuities
529 College Savings Plan
Critical Illness Insurance
Disability Income Insurance
Group Major Medical
Individual Retirement Accounts (IRAs)
Long-Term Care Insurance
Medicare Supplement Insurance
Mutual Funds
Retirement Planning
Small Business Solutions
Supplemental Health Insurance
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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.