Steven Magyar CLU, ChFC

Steve has been providing a wide variety of financial planning services for his clients since 1974.  For the first twenty years, he was affiliated with Connecticut General Life Insurance Company, which became CIGNA.  There he was trained as an Estate and Business planner.  After two years at the home office, running the national training department for his division, he returned to the local office in a management capacity.  Over the next fifteen years, Steve was responsible for hiring, training, and supervising Financial Planners.  During this period, Connecticut General became a leading force in the area of comprehensive financial planning, and Steve was in a senior management position in one of the key offices involved in this transition for the company.  After managing an office in New York, Steve decided to change focus to the needs of his personal clients.  He continues to approach his business with a comprehensive planning approach, including but not limited to; investments, education planning, insurance, and estate planning.

Steve holds the CLU and ChFC designations from the Society of Financial Professionals, having earned his CLU in 1984 and his ChFC a few years later.

Steve fulfilled a long term vision of living and working in Maine by moving his office to its current location at the end of 2015.  He continues to take care of several hundred families and businesses, from Maine to California and Alaska to Florida.