Steven Szikszay

Steven Szikszay
Senior Investment Advisor
Steven Szikszay helps his clients in the Fort Lauderdale area better preserve their retirement savings and increase their retirement income.
After working for several major financial companies, Steven chose to become an independent agent so he could offer his clients a full range of investment and wealth management services.
After working for several major financial companies, Steven chose to become an independent agent so he could offer his clients a full range of investment and wealth management services.
Steven is known for his hands-on approach with his clients and their portfolios. As a Senior Investment Advisor, Steven’s top priority is helping ensure that his clients understand every step being taken in their portfolios to achieve financial success.
Schedule a Free, No-Obligation, Consultation
Get answers to your retirement related questions, such as:
• Have I saved enough to retire?
• Am I taking on too much risk?
• Will I have enough income in retirement?
• Have I saved enough to retire?
• Am I taking on too much risk?
• Will I have enough income in retirement?
3 Reasons to Work With Us

Income Generation
We can help you establish renewable streams of income you can count on well into retirement.

Asset Protection
Our income-generating investment strategies are designed to help preserve your hard-earned savings.

Tax Minimization
We can help you avoid paying any more in taxes than you are legaly obligated to.
What Our Clients Are Saying!
Check out what some of our clients are saying about us.


Richard D.
Dallas, Texas
My advisor at Perkins Financial helped me transform my savings into a renewable source of income for retirement.


Doug H.
Northridge, California
My advisor at Perkins Financial helped me transform my savings into a renewable source of income for retirement.