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Joel Steele

Author Of The Book Life Switch at Steele Financial Solution
Intro Book
Seasoned finance professional with 22+ years of experience in entrepreneurship, ownership, and finance.
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Location
Columbus, New Jersey, United States, US
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Bio

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Joel Steele is a seasoned professional with 22+ years of experience in various industries, including finance, entrepreneurship, and ownership. He holds a Bachelor's degree in Business from Richard Stockton College of New Jersey and a Financial Planning and Services degree from The American College. As a co-owner of Thinkers Grille, he successfully operated three restaurants before liquidating the business in 2004. He then transitioned to a career in finance, becoming a licensed insurance agent and financial advisor. Currently, he is part of the ownership group of the Grand Rapids Gold, a G-League team affiliated with the Denver Nuggets. With his diverse experience and expertise, Joel Steele is well-equipped to provide guidance and support in various fields.

Experience

  • Steele Financial Solution
    • Author Of The Book Life Switch

  • Grand Rapids Gold
    • Ownership Group
      • Nov 2021 - Present

      Part of the ownership group of 2023 NBA champion Denver Nuggets G-League team: Grand Rapids Gold

  • Steele Financial Solutions
    • Cherry Hill, NJ
    • Co-Owner
      • May 2002 - Present
      • Cherry Hill, NJ

      We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to retirement planning, investment and income strategies as well as insurance planning.I am an Agent licensed to sell insurance through New York Life Insurance Company and am licensed with various other independent unaffiliated insurance companies.My California Insurance license number is 0E58489. Additionally, I am a Financial Services Professional of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. I am also a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company.90 North Kings Highway Cherry Hill, NJ 08034 (856) 321-0070. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Steele Financial Solutions nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Steele Financial Solutions is not owned or operated by New York Life Insurance Company or its affiliates.

  • Thinkers Grille
    • Founder/Owner
      • Dec 2000 - Apr 2004

      Narrowly survived the restaurant industry after offering healthy fast food to the Philadelphia area. For a time, I opened, owned & operated 3 restaurants. I decided this career path wasn't for me and liquidated all stores in full by 2004.

Education

  • 2004 - 2006
    The American College
    Financial Planning and Services
  • 1997 - 2001
    Richard Stockton College of New Jersey
    Bachelor's degree, Business
  • 1994 - 1997
    Eastern

Suggested Services

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Industry Focus. “Financial Services”

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