Dan Steinberg joined Vantage Financial Group in 2016. He works in the Vantage office in Toledo, Ohio, and has forty years of financial service experience. Dan handles investment, financial, and estate planning for his clients with an emphasis on their retirement income planning. He also has extensive experience handling company retirement plans, and business insurance planning.
He is affiliated with many professional associations including the National Association of Insurance & Financial Advisors (NAIFA) and the National Society of Financial Services Professionals (SFSP). Additionally, he is a Qualifying & Lifetime Member of the Million Dollar Round Table (MDRT).
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.
Dan also gives back to his community. He is currently the Chairperson of the Toledo Jewish Community Foundation and President of Sylvania Country Club.
Dan is a graduate of Bowling Green State University, where he attained his Bachelor of Science in Business Administration with a major in Insurance. Dan holds his Series 7, 24 & 63 securities registrations as well as Life, Accident & Health insurance licenses.