Steve Clott, CPA CFP® EA

Dedicated Insurance Advisers, LLC

2024 Darby Rd.
Havertown, PA 19083

No Obligations

  • Long Term Care
2024 Darby Rd. Havertown, PA 19083

About Steve

Steve Clott, born 1951, graduated from Temple University, Philadelphia in 1974 with a Bachelors of Business Administration degree in Accounting and worked for a center-city Philadelphia accounting firm as a senior staff accountant from then until 1983, when he left to start his own CPA firm. He became a CPA licensee in 1978, and a securities licensed Registered Representative in 1985, and later, also became an Investment Adviser Representative until starting Dedicated Investment Advisers, LLC, a Registered Investment Adviser with the state of Pennsylvania, in 2003. ("Advisor" can be spelled 2 ways. Congress chose "Adviser" in 1940.)

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About Agency: Dedicated Insurance Advisers, LLC

Insurance licensed since 1996, 3 years after starting the above company, Steve then started Dedicated Insurance Advisers LLC in 2006. Steve earned his CFP® and EA designations in 1996. Steve became an independent insurance agent to add to his assemblage of personal financial planning services. Some tax clients may become investment clients or insurance clients, and vice-versa. There is no obligation expected. Steve is married, with two children. His wife, Sandy, manages the office on a part-time basis.

Mission Statement: ...to be YOUR personal financial planning advisor