Leading Edge Financial Consultants, Ltd. was established by Steven D. Joel in 2003. Steven has spent over 39 years in the insurance, financial, and retirement planning industries, beginning his career in 1983, in Lynbrook, NY, after receiving his Bachelor of Science degree in Applied Mathematics & Statistics from the State University of New York at Stony Brook.
In 1985, he was transferred to the company’s regional office in Schaumburg, IL to become the liaison to the home office. He was responsible for the coordination of and timely completion and presentation of all facets of his office’s book of Qualified Retirement Plans. In 1987, Steven was offered the opportunity to transition from office liaison to Sales Consultant. He received his Life and Health Insurance Producer’s license at that time. In 1990, he passed the Series 6 and 63 Securities exams.
Building solid long-term relationships with other professionals, business owners, and individuals became his immediate focus. Throughout the years, that focus has remained the cornerstone of his business.
Personalized client service is what sets L.E.F.C. apart from other companies. It is through this approach that we have been able to maintain our many long-standing relationships. We strive to provide our clients with the greatest level of comfort and security.
Located in Buffalo Grove, Illinois, Leading Edge Financial Consultants, Ltd. (L.E.F.C.) provides our clients with an array of insurance and investment related products, including life, health, disability, long term care, annuities, and mutual funds. We also specialize in the design, implementation, and ongoing administration of qualified retirement plans for individuals, and small to medium sized, closely held businesses.
"At Leading Edge Financial Consultants, Ltd. our mission is to help each client meet their personal financial objectives by providing the most suitable insurance, investment, or qualified retirement plan products available."
Insurance * Investments * Retirement Plans
Copyright © Leading Edge Financial Consultants, Ltd.
Steven D. Joel, Registered Representative for LifeMark Securities Corp.
400 West Metro Financial Center, Rochester, NY 14623 (585) 424-5672 Member FINRA/SIPC
Leading Edge Financial Consultants, Ltd. is not affiliated with LifeMark Securities Corp.
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