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Steven Sunagel
Managing Director at Self-employed
Seasoned financial expert delivering strategic financial planning and wealth management services.
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Location
Amherst, Ohio, United States, US
Skills
- Insurance
- Estate Planning
- Retirement
- Finance
- Mutual Funds
- Show all
Bio
Generated by
Topline AI
Steven Sunagel is a seasoned financial expert with 20+ years of experience in insurance, estate planning, retirement, and wealth management. He has worked as a self-employed Managing Director, Financial Strategist, and owner/Agent for Sunagel Insurance Agency. Steven holds a BA degree from The College of Wooster.
Experience
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Managing Director
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Oct 2020 - Present
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Managing Director
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Sep 2020 - Present
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Financial strategist
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Sep 2005 - Oct 2021
develop tax efficient financial strategies to increase retirement income
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owner/Agent
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Sep 1985 - Sep 2005
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Education
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1973 - 1977The College of Wooster
BA, PE, History
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Insurance and Risk Management”
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