Steven J Koppel, J.D., CLU®, ChFC®

Financial Advisor

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find themselves in situations that are more complex and less predictable than they anticipated. That is where Steven J. Koppel comes in.

Steven J. Koppel, JD, CLU, ChFC is the Long Term Care Specialist for the Holter Financial Group of Milwaukee, Wisconsin. As the Long Term Care Specialist, Steve helps individual and corporate clients understand their long-term care needs and provides solutions tailored to their unique situation.

Working together, Steve can help you anticipate and prepare for the best and worst scenarios. The relationship Steve establishes with you enables him to focus on your needs what you want for your family and what you are currently doing.

Let Steven J. Koppel help you achieve a secure financial future.

Steve Koppel co-authored an award winning book about  planning for seniors and their families. 

 

You can find Long-Term Care insurance product information and articles at the following locations on Steve's Web site:

My Mission

My mission is to earn the trust and confidence of every client by continually providing the highest possible level of service.

Together, my team and I make an ongoing commitment to monitor your financial solutions and to service your needs as they change. This commitment is what sets my business apart.

As my client, you can expect to receive professional guidance and advice along with a wide range of high quality products that are backed by a team of professional specialists within the Northwestern Mutual Financial Network.

I encourage you to review my background. My experiences and accomplishments are the foundation of what I have become today and the basis from which I may serve you.

In addition to the work that I do with my private clients, I serve as the Long-Term Care specialist for our Milwaukee office. You may view two video clips on Long-Term Care Planning in the background and qualifications section of my website.

Job Benefits 101: What to Look for When You Start With a New Employer

Your salary isn’t the only thing that counts toward your compensation. Here are the job benefits to look for.

How to Protect Yourself After the Equifax Data Breach

A breach at the credit reporting firm Equifax has compromised millions Americans’ personal information. Here’s what to do if you’re at risk.

How to Negotiate Your Salary

Before you accept that new job offer, brush up on how to negotiate your salary to make sure you’re not leaving money on the table.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck