Our Team

Steve is a representative of a full-service financial firm committed to helping our clients reach their financial goals. We offer a wide range of financial products and services, including strategies for retirement, income distribution and medicare planning, as well as portfolio and insurance reviews, annuities, mutual funds, stocks, bonds and managed accounts.

We are proud to continue our firm's long standing history of providing quality products and service. Also, we continue to offer quality investment products from outside vendors. 

Deborah Judge, Steve's capable wife, is the Director of Operations. Her background includes work in the insurance business, medical office work, and tutoring in the public schools.

For more information about me, please see About Stephen R. Judge.

Please call us if you have any questions about our practice, 828-348-5216.