Steele Financial, Inc.

Services Offered

• Retirement Planning
• Investment Management
• Tax Planning
• Estate Planning
• Portfolio Analysis

Cost Range

Costs for financial planning services can vary based on the complexity of services required. Steele Financial typically offers competitive rates, with custom quotes available upon consultation.

Local Tips

Pendleton is a community-focused town with several local events. Clients visiting Steele Financial might enjoy exploring nearby local parks or dining at one of the quaint cafes in the area after their appointment.

FAQs

Do I need an appointment to visit Steele Financial?

Yes, it is recommended to schedule an appointment to ensure dedicated time for your financial consultation.

What should I bring to my first meeting?

It's helpful to bring any relevant financial documents, such as tax returns, investment statements, and your current financial plan if you have one.

Is there a consultation fee?

Steele Financial offers an initial consultation at no charge to discuss your financial goals and how they can assist you.