Steven Fishman is an Estate and Business Planner with Planning Alliance as well as President of Norwood Financial Group, LLC., a member firm of the Planning Alliance network. He works with professionals, family business entities, and closely held business owners. He has established a solid concentration in working with CPAs, attorneys, and their clients. His practice is focused on advanced planning in the areas of estate and business planning, insurance planning, and risk mitigation. He emphasizes relationship-based planning over isolated transactional planning in order to facilitate inputs from clients, centers of influence, and other trusted advisors.
Steven joined the firm in 2019. In 2000, he launched Norwood Financial Group, LLC. Prior to Planning Alliance, he was a member of Partner’s Financial from 2002 to 2018, a national independent producer group. He has been helping clients in the financial services arena since 1983.
Steven received his Bachelor of Science in Finance from Ithaca College in 1981. He is a member of the Association for Advanced Life Underwriting (AALU) and is a long time and committed Board Member of the Jewish Community Foundation of Greater Metrowest NJ, Inc.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd, Suite 280, Woodcliff Lake, NJ 07677-7654. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Norwood Financial Group, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0B65894.