Steven has earned its reputation for excellence by leveraging more than two decades of risk management experience to deliver keen insight, service, and solutions to clients’ distinct needs. Organizations of all sizes and sectors benefit from Steven’s expertise in employee benefits and executive compensation planning. Combined with his distinct approach and access to a broad range of premier employee benefit carriers. He is licensed throughout USA and international reach through select affiliates. Steven’s office is in Midtown Manhattan.
His mission is to help his clients achieve their personal, professional, and financial goals by providing sound advice, proper design, and cost-effective employee benefits and risk management solutions.
This is done by:
• Continually placing his client’s interest above his own.
• Operating business with concern and respect for our employees, suppliers, and share holders.
• Adhering to the highest standards of integrity, ethics, and morality.
• Being a responsible community citizen.
Steven’s philosophy is our communities and people are intertwined and depend on each other. Each of us has or will experience challenging times. I am blessed, grateful, and honored to be able to help others. I challenge every organization and person to do what they can.
Steven resides in Westchester County, NY with his wife Rosir. When he is not working, he enjoys exercising, cooking, and watching baseball. Steven has a daughter named Valentina, son named Louis, and a dog named Canela.
Steven is currently a member American Cancer Society Planned Giving Counsel of NY. He is on the Board of Directors for Make-A-Wish Metro New York. He is a member of NAIFA and GAMA, which are national association representing the financial services industry.
Steven attended the New York Institute of Technology receiving his degree in Business Management. He holds designations through the College for Financial Planning, LUTCF (Life Underwriter Training Council Fellow) and CRPC (Chartered Retirement Planning Counselor). He also has certifications in Estate Planning and Planned Giving.
Steven L. D’Andrea
DFG Health & wealth
Investments/Benefits/Insurance
359 E Main St. Ste 1D
Mount Kisco, NY 10549
(Mobile Preferred) :914-837-8544
Email : stevendandrea@dfginvest.com
Office : 888-315-3899
Fax : 212-682-9205
Our management staff has over 70 years of experience in the insurance industry and represents many of the most influential insurance and investment companies in the country.
DISCLAIMER: *Representatives offer products and services using the following business names: DiPaola Financial Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA | SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with DiPaola Financial Group.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.