Cash Flow Optimization
Tax Advantaged Planning
|CERTIFIED PUBLIC ACCOUNTANT||Member of Pennsylvania Institute of CPA’s (PICPA)|
|ENROLLED AGENT||Member of National Association of Enrolled Agents (NAEA)|
|CERTIFIED FINANCIAL PLANNER™||Licensed with the Certified Financial Planner™ (CFP®) Board of Standards|
For full disclosure, Steve is registered as an Investment Advisor Representative of Dedicated Investment Advisers, LLC, (DIAL), a Registered Investment Adviser with the PA Securities Commission. Securities and Advisory Services: offered through DIAL, 2024 Darby Rd, Havertown. As such, these services are strictly intended for individuals residing in Pennsylvania.
As well, Steve also holds an insurance license for Long-Term Care, Med Supp (Medicare Supplement), Life Insurance, and Annuities, offered by well-known reputable companies via Dedicated Insurance Advisers, LLC.
Making sure you’re protected and prepared