Steven Bauers
Financial Advisor at Bauers Financial Group | Canal Winchester, Ohio, United States
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Steven Bauers serves as a dedicated Financial Advisor at Bauers Financial Group, a proud affiliate of Raymond James Financial Services, Inc. With a robust background in financial planning and wealth management, Steven specializes in crafting tailored investment strategies that align with his clients' unique financial goals. His expertise spans various domains, including retirement planning, where he leverages tools like S&P Capital IQ and Bloomberg Terminal to analyze market trends and provide informed recommendations.
At Bauers Financial Group, Steven is currently spearheading several key projects aimed at enhancing client engagement and optimizing portfolio performance. One notable initiative involves the integration of advanced financial modeling techniques using Microsoft Excel and Thomson One, enabling more precise forecasting and risk assessment for clients' investment portfolios. This data-driven approach not only empowers clients to make informed decisions but also fosters a deeper understanding of their financial landscape.
Steven's commitment to continuous learning and professional development is evident in his adept use of industry-leading software such as Morningstar and Microsoft Access, which he employs to conduct comprehensive market research and performance analysis. His independent stance, as Bauers Financial Group is not a registered broker/dealer, allows him to prioritize his clients' best interests without the constraints often associated with larger financial institutions.
Through his unwavering dedication and expertise, Steven Bauers is not just a financial advisor; he is a trusted partner in navigating the complexities of wealth management and retirement planning, ensuring that his clients are well-equipped to achieve their financial aspirations.
Board Member at Wagnalls Memorial Foundation in September 2021 to Present
Financial Advisor at Bauers Financial Group in June 2021 to Present
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Financial Planning
Wealth Management
Retirement
QuickBooks
S&P Capital IQ
Microsoft Excel
Microsoft Office
Bloomberg Terminal
Mircosoft access
Thomson One
Morningstar
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What is Steven Bauers email address?
Email Steven Bauers at [email protected]. This email is the most updated Steven Bauers email found in 2026.
How to contact Steven Bauers?
To contact Steven Bauers send an email to [email protected]. (updated on October 31, 2024)
What company does Steven Bauers work for?
Steven Bauers works for Bauers Financial Group
What is Steven Bauers's role at Bauers Financial Group?
Steven Bauers is Financial Advisor
What is Steven Bauers's Phone Number?
Steven Bauers's phone (216) ***-*335
What industry does Steven Bauers work in?
Steven Bauers works in the Non-Profit Organizations industry.
Steven Bauers Email Addresses
Steven Bauers Phone Numbers
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