About Us

Tema L. & Joel I. Steele are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent, unaffiliated insurance companies in the states of CT, DE, MD, NJ, NY, OH, PA, VA, and FL.  No insurance business may be conducted outside these states referenced.

Tema L. & Joel I Steele are Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency & New York Life Company. In this regard, collectively, this communication is strictly intended for individuals residing in the states of CT, DE, MD, NJ, NY, OH, PA, VA and FL. No offers may be made or accepted from any resident outside the specific states referenced.

Joel I. Steele is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering investment advisory services in the states of CT, DE, FL, MA, MD, NJ, NY, OH, PA. As such, these services are strictly intended for individuals residing in the specific state referenced.   Eagle Strategies LLC is a New York Life Companies.

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

Neither Steele Financial Solutions, its staff, nor New York Life Ins. Co. or its agents or affiliates provide tax, legal or accounting advice.  Please consult your own tax, legal, or accounting professional before making any decisions.

Tema and Joel Steele are licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.