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Steve is a CERTIFIED FINANCIAL PLANNER® professional.
North Carolina & Pennsylvania
Steve Harder is committed to helping members pursue their financial goals by developing customized plans that align with each individual’s needs, experience, and time horizon. Steve takes pride in offering thoughtful, strategic guidance designed to build confidence and long-term financial well-being.
Steve has been a Financial Advisor for than two decades and has lived in North Carolina for more than 25 years with his family. In his spare time throughout the year he volunteers at a local food bank.
Working collaboratively, Steve focuses on key financial priorities such as:
- Wealth accumulation during working years
- Helping build financial confidence in retirement
No matter where members are in their financial journey, Steve provides access to a wide range of tools and products to create a personalized assessment. He welcomes the opportunity to connect and offers a complimentary, no-obligation consultation to get started.
Professional Services:
- Comprehensive Financial Guidance
- Retirement Planning
- Insurance Planning
- General Investment Management
- Long-Term Care Insurance
- Personal Financial Assessments
- Retirement Income Planning
- 401(k) Planning
- Retirement Account Planning
FINRA:
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (memberFINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. United Federal Credit Union and United Investment Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using United Investment Planning, and may also be employees of United Federal Credit Union. These products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Federal Credit Union or United Investment Planning. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
United Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.