About

Retirement Planning
Cash Flow Optimization
Tax Advantaged Planning
Pension Review
Annuity Placement

Steve Clott has provided residents of the Greater Philadelphia Region, Delaware Valley Tri-State Area, and beyond, affordable tax services since 1974. He launched his career working for a center-city Philadelphia accounting firm, became a Certified Public Accountant licensee in 1978, and soon rose to senior staff accountant. In 1983, he left to start his own CPA tax practice in suburban Philadelphia, and in 1996, he earned his Certified Financial Planner™ and Enrolled Agent designations. To greater serve the needs of his clients, Steve started Dedicated Investment Advisers, LLC in 2003. Four years later, he created Dedicated Insurance Advisers, LLC, furthering his portfolio of financial and long-term services.
Steve graduated from Temple University in 1974 with a Bachelors of Business Administration degree in Accounting. He is married, with two children.
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

Comments are closed.