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  • OUR SERVICES
  • ABOUT US
    • Meet Tema & Joel
    • Our Process
    • Our Expertise
  • RETIREMENT PLANNING
    • Retirement Considerations
    • Second Opinion Service
  • CONTACT US
  • CLIENT LOGIN
    • NYL Account Access
    • Wealthscape
    • Eagle Strategies
Disclosure

Tema Steele, and Joel Steele are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Tema Steele (AR Insurance License #621050) (CA Insurance License #4146342).
Joel Steele (CA Insurance License #0E58489).

As a New York Life Agent, Tema Steele is licensed and authorized to offer insurance in California and Arkansas, but STEELE FINANCIAL SOLUTIONS may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

As a New York Life Agent, Joel Steele is licensed and authorized to offer insurance in California, but STEELE FINANCIAL SOLUTIONS may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Tema Steele, 90 Kings Hwy N, Cherry Hill, NJ 08034, 856-321-0070.
Joel Steele, 90 Kings Hwy N, Cherry Hill, NJ 08034, 856-321-0070.

Joel Steele is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

Steele Financial Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Steele Financial Solutions nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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