Tax Preparer
Havertown Pennsylvania 19083
Steve graduated from Temple University in 1974 with a Bachelor of Business Administration in Accounting. He worked as a senior staff accountant at a Philadelphia accounting firm until 1983, when he left to establish his own CPA firm. He became a licensed CPA in 1978.
In 1996, Steve earned his CFP® and EA designations. He is also active in the insurance and investment advisory fields, with some tax and insurance clients potentially becoming investment clients, and vice versa, based on their preferences.
I’d Love The Opportunity To Help The People You Care About, With:
– TAXES – PORTFOLIO MANAGEMENT* – ROLLOVERS* – LONG-TERM-CARE- INSURANCE**
– LIFE INSURANCE** – ANNUITIES**
*Securities are offered through Dedicated Investment Advisers, LLC (Steve Clott, Managing Member) available nationwide
** Insurance offered through Dedicated Insurance Advisers, LLC (Steve Clott, Managing Member) available PA, NJ, DE
