Steven Auerfeld

Welcome to Steven Auerfeld's Financial Services, conveniently located at 222 Haddon Avenue, Haddon Township, New Jersey. As a dedicated Oppenheimer Financial Professional, Steven Auerfeld is committed to aligning each client's unique goals, values, and needs with comprehensive financial planning and tailored investment and insurance strategies.

Through an in-depth discovery process, Steven ensures a thorough understanding of each client's specific situation, time horizon, and risk tolerance. Specializing in serving high net worth individuals, families, corporate executives, and businesses, Steven focuses on both growing and protecting assets. By leveraging the robust resources and leadership at Oppenheimer, he helps clients pursue their financial goals and navigate complex financial challenges.

Oppenheimer Asset Management Inc. and the Oppenheimer Trust Company of Delaware, both wholly owned subsidiaries of Oppenheimer Holdings Inc., offer a wide array of services. While Oppenheimer does not provide legal or tax advice, Steven collaborates with clients' attorneys and tax professionals to ensure all financial needs are expertly addressed.

Please note that certain services may be provided by third parties not affiliated with Oppenheimer, and fees or commissions may be received by Oppenheimer as a result of such partnerships. Our services are intended for residents in the specified states and are not a solicitation to buy or sell securities or financial products outside these jurisdictions.

Explore the potential of alternative investments, available to qualified investors, and trust services provided by the Oppenheimer Trust Company of Delaware. For consulting services, turn to the Consulting Group at Oppenheimer Asset Management Inc.

Discover how Steven Auerfeld can help you achieve your financial objectives with personalized strategies and expert guidance. Visit us today to learn more about our comprehensive financial solutions.