As a Senior Vice President with FHFG for over 38 years, Steven J. Schacter’s mission is to listen to his clients’ financial dreams and objectives and implement a plan to make it happen. Steven counsels his clientele on wealth building and distribution. Regardless of the clients’ stage of life, wealth is built and protected for generations to come. Steven has the unique ability to connect with people in a confident and reliable way by motivating them to take the initiative. The thrust of Steven’s practice is working with successful business owners - whose primary objective is to reduce their business’ tax liability by implementing qualified retirement plans. In most cases, a new or existing plan is redesigned for larger tax deductions while also providing the owner and their family with a larger percentage of the plan assets.
Steven graduated from Syracuse University with a Bachelor of Arts degree in 1974. He received his Juris Doctorate from Ohio Northern University in 1976 and was admitted to the New York Bar in 1977. Prior to joining FHFG, Steven clerked for United States District Court Judge Irving been Cooper in the Southern District of New York. In 1986 Steven was recognized as “New Agent of the Year”, leading all new salespeople representing the Guardian Life Insurance Company of America throughout the United States. In 1990, he was promoted to Senior Vice President and has been honored as a perennial leader of FHFG. Steven’s consistent elevated level of production is a direct reflection of the satisfaction of his clientele.
A keen sense of industry and community keep Steven active and involved. He maintains offices in the NY metropolitan area and south Florida. Steven resides with his wife Elise in Palm Beach Gardens, Florida.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Forest Hills Financial Group is not an affiliate or subsidiary of PAS. This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Not practicing JD for Guardian or its subsidiaries or affiliates. CA Insurance License Number - 0B64265. 2023- Exp. 8-25
*Not practicing Law for Guardian or it’s subsidiaries or affiliates.