Services

My goal is to take the burden off of your shoulders when it comes to your insurance and retirement. When I sit down with someone for the first time, I always ask them two questions. The first question I ask is if they know the cell phone number of their current auto and home insurance agent, their life insurance agent, and their financial advisor. Nine times out of ten not only will they not know their agents’ numbers,  they won’t even know his/her name! I believe that is unacceptable. I pride myself on building strong relationships with all of my clients which means communication on a regular basis. Then  I ask  them the second question: How nice would it be if you had one individual who handled all of your insurance and retirement needs? Instead of having four or five phone numbers to remember, you have one person who cares about your financial well being and is someone that you can trust. The confidence of knowing that you have one phone number for one individual who will help you with any problem that may arise whether it be an auto or home insurance claim, a loss of life,  help on making an investment decision, or even to discuss personal matters. I don’t just make new clients, I build relationships.

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Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor.  Steve Tucker, Jr. and STJ Advising is independent of CFGS. 

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC.  Steve Tucker, Jr. and ST is independent of CFGS.