General Investing >> Money Manager Interviews >> March 1, 2004

STEVEN FELDSTEIN – STEVEN FELDSTEIN & ASSOCIATES

STEVEN FELDSTEIN of Steven Feldstein & Associates specializes in money management and comprehensive financial planning for entrepreneurs. The firm provides these services to more than 700 business owners in New York, New Jersey and Connecticut. Upon his graduation from college, Mr. Feldstein founded the firm in 1974. He is also President of a broker/dealer: Feldstein Financial Group, LLC. Mr. Feldstein is a registered Investment Advisor, Certified Financial Planner and Chartered Financial Consultant. Profile
TWST: Can you begin with a brief overview of Feldstein Financial Group

and its investment philosophy?

Mr. Feldstein: The Feldstein Financial Group, LLC, is a broker/dealer,

one whose