Name: STEVE CLOTT, CPA EA CFP®
Address: 2024 W Darby Rd, Havertown, Pennsylvania, 19083, United States
Telephone: 610-446-0440

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2024 W Darby Rd, Havertown, Pennsylvania, 19083

https://steveclott.com/

610-446-0440

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About STEVE CLOTT, CPA EA CFP®

Established January 1974

Personal tax preparation, Registered Investment Advisor, Portfolio Account Money Manager, Life Insurance, Long-Term Care Insurance Steve has provided residents of the Greater Philadelphia Region, Delaware Valley Tri-State Area, affordable tax services since 1974. Steve will tell it to you straight and share the truth about your taxes. If he can save you money then he will. If he can’t, he will suggest someone who can. 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 planning and long-term care insurance planning services.

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Business Hours

Sunday Today	Closed
Monday	09:00	—	17:30
Tuesday	09:00	—	17:30
Wednesday	09:00	—	17:30
Thursday	09:00	—	17:30
Friday	09:00	—	17:30
Saturday	Closed