Steffens Financial Corp.
Run a free full auditContact Information
-
Address
276 US-206 Suite AClosed
Hopatcong, NJ 07821 -
Phone
(973) 786-3696 -
Website
steffensfinancial.com
Location
About Steffens Financial Corp.
Steffens Financial Corp. is a financial planner in Hopatcong, NJ. The firm specializes in retirement planning, investments, and wealth management, serving both individuals and companies throughout New Jersey and the United States.
As an independent financial consulting firm, Steffens Financial Corp. provides objective and impartial advice to families and corporate clients. The team, led by managing partners Shain and Shawn Steffens, focuses on creating tax-efficient plans that simplify complex financial situations. Their services for individuals include high net worth planning, investment planning, tax planning, and estate and wealth transfer planning. For corporate clients, the firm offers expertise in retirement and savings plans, business succession planning, and fiduciary asset management. The firm holds both the Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA) designations.
The firm is located on US-206.
The firm is recognized for its professional excellence, as evidenced by a 12-year history as a Five Star Wealth Manager award winner. They are known for their commitment to integrity, compassion, and a client-centered approach that prioritizes education and personalized service over asset minimums.
Steffens Financial Corp. provides dedicated financial planning and wealth management services to the Hopatcong community and beyond.
Score Summary
BizScoreAI scanned the website steffensfinancial.com on June 26, 2026. Steffens Financial Corp. has a BizScore of 60 out of 100.
- AI Visibility50 out of 100
- SEO71 out of 100
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 3 of 25 points, Content Readiness 19 of 30 points, AI Trust Signals 18 of 20 points.
Website audit sub-scores (out of 100): On-Page 72, Technical 85, Performance 83, Content 45.
Strengths: 6 checks passed. AI Crawler Access, AI Content Blocking, Rich Schema Types, Meta Description, About/Team Page, XML Sitemap.
Areas to improve: 7 checks. llms.txt (failed), FAQPage Schema (failed), Organization Schema (warning), Speakable Schema (warning), Q&A Content (warning), AI-Parseable Headings (warning), Author Signals (warning).
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Browse: Businesses in Hopatcong, NJ · Financial Planner in New Jersey · Businesses in New Jersey
AI engine reads
Read by AI engines 3 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this businessContact Steffens Financial Corp.
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