Specializing in financial education and solutions

"I’m pleased to recommend Steve Kent for his professionalism, responsiveness, and dedication to helping others succeed. Steve consistently demonstrates strong business acumen, excellent communication, and a genuine willingness to support the people he works with. Whether he’s offering guidance, sharing resources, or collaborating on opportunities, Steve brings clarity and consistency to every interaction. He is someone you can count on, and I confidently recommend him to any business or community member seeking a dependable and knowledgeable partner."

"Authentic, Knowledgeable, and Truly Dedicated to Financial Education I recently had the opportunity to meet with Steve Kent, and I can honestly say he's exceptional. What impressed me most about Steve is his genuine passion for financial literacy education and his authentic approach to helping people achieve financial security. Steve isn't your typical financial services professional—his mission is deeply personal. Having experienced his own financial challenges, including bankruptcy in 2015, he understands firsthand what it's like to navigate difficult financial situations. This real-world experience, combined with over 30 years in the IT industry and advanced degrees (BBA in Accounting and MBA in Information Systems), gives him a unique perspective that's both practical and relatable. What sets Steve apart is his commitment to EDUCATION over sales. He founded Steve Kent Financial Services in 2021 with a clear purpose: to help others avoid the financial pain he experienced. His approach is warm, patient, and empowering—he takes the time to truly listen and create customized strategies that make sense for your specific situation. Steve's credentials speak for themselves: he's affiliated with Universal Wealth (a Forbes Financial Council Member), licensed in 15 states, and was honored as Great Neck, NY's 2024 LocalBusiness Person of the Year. Beyond his professional achievements, he serves on the board of directors for a nonprofit organizations—Unlock, Inc. (assisting veterans). Whether you need help with retirement planning, life insurance, long-term care, debt elimination, or wealth planning, Steve brings both expertise and empathy to every conversation. His dedication to financial literacy and his "families helping families" philosophy make him someone you can truly trust. If you're looking for someone who will genuinely care about your financial future and educate you every step of the way, I highly recommend reaching out to Steve Kent. You'll be glad you did!"

"Really enjoyed my one-to-one with Steve. He has a very calming way about him, really listens, and has a clear passion for helping people understand how to manage their finances so they are prepared for all stages of life. I highly recommend working with him if you're working to get your financial ducks in a row. "

"UW Pros was amazing to work with. Their professionalism and time taken to provide us with some financial education and then ensure we understood the products we were considering was greatly appreciated. Not only were my wife and I able to set up products that would protect our hard earned savings but also allow for ongoing growth. This gave us peace of mind that not only could our accounts provide for our future needs, but likely leave a legacy for our loved ones as well. Thank you UW Pros, for caring about our goals and priorities and for setting us at ease in the process. "

"UW Pros took the time to help me figure out my needs and goals, then placed me in the right positions to achieve them."

"When my husband and I sat down with UW Pros, we were 5 years from running out of money. We are retired and in our mid to late 70's, and running out of money at this point in life is a "bad outcome"! In our first meeting, They were relaxed, genuine, transparent, AND well-versed in their financial skills. They were patient, motivated, and diligent in searching for answers. They reassured us that he could help. That was good news! UW Pros then delivered! The whole experience with them was revelational! We had never heard of these financial solutions and had never been told we "would never lose money again." We began to be hopeful, but were afraid it was too good to be true! Well-meaning friends and family cried, "A scam! Warning! Warning!" Some of those people are now participating in similar products and benefits with their team. I was so impacted by the results of the different investment strategies that I have become a licensed agent to help others the way my family was helped. I’m now learning the ropes and I’m passionate about helping other families protect their health and wealth. Thank you, UW Pros!"