Investment & Retirement

At Steiner & Granger, we offer a full range of investment and retirement solutions designed to help individuals, families, and small businesses build long-term financial security. From mutual funds, IRAs, and annuities to 401(k) plans, 529 education accounts, and ABLE accounts, our experienced advisor provides personalized strategies to help you grow, protect, and manage your wealth with confidence.

Login to your Account

Investment Solutions

  • Mutual Funds

  • Roth IRA's

  • Traditional IRA's

  • Variable Annuities

  • Indexed Annuities

  • Fixed Annuities

Small Business Solutions

  • 401K

  • SIMPLE IRA

  • SEP IRA

Education & Family Solutions

  • 529 Plan

  • UMGA Accounts

  • ABLE Accounts

Investment & Retirement Solutions FAQ

What types of investment options does Steiner & Granger offer?

We provide a wide range of investment options to help you pursue your financial goals, including mutual funds, Roth IRAs, Traditional IRAs, and annuities. Whether you’re just getting started or nearing retirement, our advisors will help you build a balanced portfolio designed for long-term growth, income stability, and tax efficiency.

What’s the difference between a Roth IRA and a Traditional IRA?

A Roth IRA allows you to contribute after-tax dollars and enjoy tax-free withdrawals in retirement, while a Traditional IRA lets you contribute pre-tax income and pay taxes when you withdraw funds later. We’ll help you determine which option best aligns with your income, goals, and future plans.

What kinds of annuities can help secure my retirement income?

We offer Fixed, Indexed, and Variable Annuities, each designed to provide a reliable income stream in retirement. Fixed annuities offer stability, indexed annuities grow based on market performance with protection from loss, and variable annuities provide higher growth potential for investors comfortable with more risk.

What small business retirement solutions are available?

For small business owners, we offer customized retirement plans such as 401(k), SIMPLE IRA, and SEP IRA options. These plans not only help you save for your own retirement but also attract and retain quality employees by giving them valuable benefits.

Can Steiner & Granger help me plan for my child’s education or a family member with special needs?

Yes. We provide 529 Plans, UGMA Accounts, and ABLE Accounts to help families invest in their children’s future or support loved ones with disabilities. These options offer unique tax advantages and flexibility to make saving for education or long-term care easier and more accessible.

Why choose Steiner & Granger for investment and retirement planning?

With over 30 years of experience serving Northwest Ohio, our team combines personalized financial guidance with trusted investment strategies. We believe there’s a difference between being invested and being invested properly and we’re here to help you every step of the way.