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ADVISORY FINANCIAL SERVICES

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OUR FOUNDER

Steven G Tardiff   

Registered Investment Advisor

CA0D34682



Steven is the Founder, Principal and President of Advisory Financial Services. Before establishing AFS.  Steven began his career in financial services† with Wall Street firms Merrill Lynch, Prudential Securities & LPL Financial industry experience dating back to 1986. Steven holds various state insurance licenses to compliment his securities credentials RIA, series 24 principal, series 7 registered representative, series 63 & series 65 Investment Advisor.



Steven has made sure that AFS specializes in the management of individual investment portfolios, trusts, endowments and retirement plans, Insurance products as well as financial and tax planning. From the beginning, he has been committed to bringing together top professionals from the financial services industry in order to deliver the highest quality products and services to his clients. His firms independence from proprietary products and services† places AFS and the client on the same side of the table "what ís in the clients best interest always comes first " .

Over the past twenty years Steven has seen a proliferation of financial products and a growing amount of financial information in magazines, newspapers and television. Financial information has gotten more confusing leaving most looking for guidance Steven believes more than ever clients need someone they can trust who is knowledgeable. Steven has a hands on approach to each individual clients financial goals, evaluating client objectives with their perception of risk before recommending† investments, tax planning and insurance strategy appropriate for each unique client situation. 

Advisory Financial is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. 

 

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

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