Steve Maciesza

Financial Advisor
The Heritage Group

popup medal icon RIA: Certified

I believe that planning for your future involves more than just looking at numbers on a piece of paper. I know that what really matters is your dreams, ambitions and personal goals. I am an independent financial advisor that strives to enhance your well-being through professional advice and exceptional service. Whether you are working towards a stress-free retirement or fulfilling a lifelong ambition, I will take the time to help you make the right decisions based on what matters most to you. You have worked hard for your money, so controlling your risks and minimizing taxes are important. Contact me today for a holistic financial solution that will enhance all aspects of your life and give you true peace of mind.

Services Offered in RI
  • Insurance & risk planning
  • Investment management
Minimum Account Size

<$100,000

Investor Type Dealt With

Individual

Type of License

MFDA

Provinces Licensed In
  • Ontario