Dedicated Investment Advisers

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2024 Darby Rd
Havertown, PA 19083
+1 (610) 446-0440
http://dial-dial.com

Dedicated Investment Advisers is a reputable financial services firm based in Havertown, PA, serving residents of the Greater Philadelphia Region, Delaware Valley, and the Tri-State Area. With over four decades of experience, their team of professionals, led by Steve Clott, offers a comprehensive range of services including tax planning and preparation, financial planning, investment portfolio management, and insurance advice.

As a licensed CPA and Enrolled Agent, Steve Clott specializes in tax minimization strategies, helping clients pay as little as possible while staying compliant with IRS regulations. Additionally, as a Certified Financial Planner and Registered Investment Adviser, he provides personalized financial planning services, ensuring clients' long-term financial goals are met. With a commitment to acting as a fiduciary, Dedicated Investment Advisers prioritizes clients' interests above all else, offering peace of mind and expert guidance in navigating the complexities of the financial world.

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