Profile: Steve Kerby

Steve is a lifetime resident of Oregon, having graduated from Southern Oregon University where he majored in business. Throughout his 48 years in the financial services industry, Steve has maintained the most professional approach to each of his client’s needs.

His background is extensive and based on helping people save money on taxes and making sure money set aside for retirement is safe and secure.

If there is one asset that Steve exhibits it is his ability to "listen”. Steve knows how important it is to understand each client’s goals and ambitions and to match them up with the best possible financial planning options.

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Steve Kerby

5555 S.W. 196th Avenue Aloha, OR 97078

(503) 936-3535

View my Professional Credentials

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Disclaimer: The information presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.