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5 Hatfield lane
Suite #2A-2
Goshen, NY 10924

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SEP Financial Services

(845)-618-1700

 

Our Services

Menu of Services

Services offered by HD Vest Advisors, Stephen Plain*, CPA/PFS & Della Lounsbery*

 Investments*

  • IRAs, Rollovers, ROTH IRAs, SEP, Simple & 401k Plans
  • Mutual Funds
  • Tax-Advantage Investments

Financial Planning Services

  • Business 
  • Cash Flow & Debt Management
  • Education/College
  • Estate & Tax Reduction Strategies
  • Investment Management
  • Legacy Planning
  • Retirement Plans
  • Special Situation & Family Risk

Insurance

  • Annuities*
  • Life, Disability & Long-Term Care Insurance

Tax & Accounting

  • Tax Preparation
  • IRS Representation


*Securities offered through HD Vest Investment ServicesSM, Member:SIPC. Advisory services offered through HD Vest Advisory ServicesSM, SEP Financial Services is not a registered broker/dealer or registered investment advisory firm.