Steidle Financial Group LLC

★★★★★
  • 128 Main St

    Lebanon, NJ 08833

    Map & Directions
  • 908-236-0040

About Steidle Financial Group LLC

5 10
Hi! Sign in to let us know how Steidle Financial Group LLC was?
Write a Review
.

Keith Steidle has handled my family's accounts for over a decade now. He does an excellent job and his staff is very helpful and knowledgeable. Keith has been great to work with over the years and has provided my family with great advice.

3
★★★★★

Keith Steidle has handled my family's accounts for over a decade now. He does an excellent job and his staff is very helpful and knowledgeable. Keith has been great to work with over the years and has provided my family with great advice.

.

Keith Steidle has been great handling my accounts. He is always available to answer any questions i might have. The staff is wonderful and friendly. I am in good hands with Steidle Finanical Group.

5
★★★★★

Keith Steidle has been great handling my accounts. He is always available to answer any questions i might have. The staff is wonderful and friendly. I am in good hands with Steidle Finanical Group.

Was this review helpful to you?
Ratings_icons Ratings_icons

.

About two years ago, I was unsure if my new business could afford to afford to offer a retirement plan to employees. After speaking with Keith and discussing the many options, he showed me how inexpensive they really can be. Now that the plan has been operating for a few years, I have been really happy with the operation of the plan and the service that everyone at Steidle has provided.

5
★★★★★

About two years ago, I was unsure if my new business could afford to afford to offer a retirement plan to employees. After speaking with Keith and discussing the many options, he showed me how inexpensive they really can be. Now that the plan has been operating for a few years, I have been really happy with the operation of the plan and the service that everyone at Steidle has provided.

Was this review helpful to you?
Ratings_icons Ratings_icons

.

I found some serious issues with my firm's retirement plan and items that needed to be corrected. The quotes that I received from other firms to assist with making the corrections were very high. Keith and the staff at Steidle walked me

3
★★★★★

I found some serious issues with my firm's retirement plan and items that needed to be corrected. The quotes that I received from other firms to assist with making the corrections were very high. Keith and the staff at Steidle walked me

.

I truly appreciate the efficiency that Steidle Pension operates at. I know that when I call Steidle, my questions will be answered clearly, concisely and I won't have to waste time wading through an electronic answering service. The

3
★★★★★

I truly appreciate the efficiency that Steidle Pension operates at. I know that when I call Steidle, my questions will be answered clearly, concisely and I won't have to waste time wading through an electronic answering service. The

.

Keith and the staff at Steidle Pension are refreshing to work with. This is the only financial firm that I call these days where a real PERSON answers the phone. I am able to call with questions and speak to a knowledgeable representative right away. The professional, friendly approach that Keith has is great. His experience and streamlined way of doing business is something that I and my staff truly appreciate.

5
★★★★★

Keith and the staff at Steidle Pension are refreshing to work with. This is the only financial firm that I call these days where a real PERSON answers the phone. I am able to call with questions and speak to a knowledgeable representative right away. The professional, friendly approach that Keith has is great. His experience and streamlined way of doing business is something that I and my staff truly appreciate.

Was this review helpful to you?
Ratings_icons Ratings_icons

.

A few months ago, I contacted Steidle to process a loan on my company's retirement plan. I need money to close on my house asap. They got the application to me within minutes of our conversation. Once I returned the application for

3
★★★★★

A few months ago, I contacted Steidle to process a loan on my company's retirement plan. I need money to close on my house asap. They got the application to me within minutes of our conversation. Once I returned the application for

.

WOW! Steidle Pension took over the administration of my 401k plan in the past few years and I have been amazed by their service. Last year, it took me half the time to complete my plan's annual administration paperwork and filings. Their forms are much easier to complete, contacting them with questions is easy and I get answers fast, I was assigned a personal plan consultant that knows my plan and company and the annual fees are over a thousand dollars lower than my previous TPA!

5
★★★★★

WOW! Steidle Pension took over the administration of my 401k plan in the past few years and I have been amazed by their service. Last year, it took me half the time to complete my plan's annual administration paperwork and filings. Their forms are much easier to complete, contacting them with questions is easy and I get answers fast, I was assigned a personal plan consultant that knows my plan and company and the annual fees are over a thousand dollars lower than my previous TPA!

Was this review helpful to you?
Ratings_icons Ratings_icons

.

Keep up the personal service! I have worked with the same representatives at Steidle (year after year), and that really sets your service apart from other firms. Everyone is a pleasure to work with....excellent followups, knowledgeable

3
★★★★★

Keep up the personal service! I have worked with the same representatives at Steidle (year after year), and that really sets your service apart from other firms. Everyone is a pleasure to work with....excellent followups, knowledgeable

.

Two years ago Steidle Pension Solutions took over the administration of my Plan even though I had not filed a 5500 or completed the administration for the previous three years. They walked me through the voluntary compliance program and got it plan back on track for a very fair price (for less than half the cost of other firms). Keith and the staff at Steidle are always friendly, prompt to answer questions and proactive with advice. I appreciate all of their hard work.

5
★★★★★

Two years ago Steidle Pension Solutions took over the administration of my Plan even though I had not filed a 5500 or completed the administration for the previous three years. They walked me through the voluntary compliance program and got it plan back on track for a very fair price (for less than half the cost of other firms). Keith and the staff at Steidle are always friendly, prompt to answer questions and proactive with advice. I appreciate all of their hard work.

Was this review helpful to you?
Ratings_icons Ratings_icons

 

Wait, you're the expert.

If you've been to or used Steidle Financial Group LLC, leave a review.

It's easy, only takes a couple of minutes and you'll help thousands make an informed decision.



Write a Review