SEP Financial Services
For many, understanding every aspect of personal finance can be daunting. From investments* to retirement to insurance, the decisions can be overwhelming.
That’s where my firm, SEP Financial Services comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
As a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS) my goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.
As a member of the community, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
For more information about my firm and our services, please call 845-618-1700. We would enjoy learning more about your goals and dreams.
*Stephen Plain & Della Lounsbery, HD Vest Advisors. Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory services offered through HD Vest Advisory ServicesSM