Steve Clott, EA, CPA, CFP

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Verified NAEA Member
Address:
2024 Darby Rd
Havertown, Pennsylvania 19083
United States

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phone:
view phone(610) 446-0440
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Description

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 Plannerâ„¢ 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.

9:30AM - 5:30PM Mondays through Saturdays
Walk-in's OK

Between Haverford Junior High and Havertown Municipal Building

Additional Information

Designations: EA, CPA, CFP

Our various financial services...