Nearman Financial Services

About . . .
 - Steve Nearman

Our Professionals Offer . . .
 - Investment Advice
 - Life Insurance
 - Health / Dental Insurance
 - Disability Insurance
 - Long Term Care Insurance
 - Retirement Plans / Planning
 - College Funding
 - Budgeting
 - Comprehensive Financial

 - Income Tax Preparation

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Financial advisor n. a person who is 10% financial genius and 90% your mother. One who develops a financial plan of action for clients and bugs them continuously to follow it, for their own good, of course.

Nearman Financial Consulting is one of an increasing number of independent financial services firms in the United States.

Our mission is to use our expertise to benefit our clients. We absolutely guarantee that our clients receive honest and prudent recommendations on their financial matters.

As independent financial consultants to clients and prospects, we specialize in the below areas.

--- Through Lincoln Financial Securities Corporation, we offer:

  • comprehensive financial planning;
  • investment management/advisory;
  • retirement plans and planning;
  • college funding such as 529 college savings plans.

--- Through Nearman Financial Consulting Inc., we offer:

  • insurance, including life/health/dental/disability/long-term care insurance through many fine insurance companies;
  • income tax preparation.

Nearman Financial
1005 Cameron Street
Old Town
Alexandria, VA 22314

Phone: 703-683-4660
Fax: 703-683-9433
Cell: 703-587-4321
Neither the information nor any opinion contained on this website constitutes a solicitation or offer by Nearman Financial Consulting Inc. or any entity named in this website to buy or sell any insurance, financial securities or investment products or services.

Securities offered through Representatives of Lincoln Financial Securities Corporation, Member FINRA and SIPC to residents of the District of Columbia and the states of Virginia, Maryland, West Virginia, Alabama, New Jersey, New York, North Carolina, Georgia, Florida, Arizona, Pennsylvania, Massachusetts and California. Advisory services are offered to residents of Virginia through representatives of Lincoln Financial Securities Corporation. Nearman Financial Consulting Inc. and Lincoln Financial Securities Corporation are not affiliated. In California, insurance may be offered through LFS Marketing & Insurance Sales Corporation. Some life insurance and annuity policies involved exclusions or limitations. For costs and complete details of coverage, contact your agent.