Clott Steve, CFP

Specialties

Residents of the Greater Philadelphia Region, Delaware Valley Tri-​State Area (and beyond), have come to rely on affordable tax and financial services, provided by Steve Clott since 1974 and 1985 respectively.

History

Established in 1974.

Residents of the Greater Philadelphia Region, Delaware Valley Tri-​State Area (and beyond), have come to rely on affordable tax and financial services, provided by Steve Clott since 1974 and 1985 respectively

Meet the Business Owner

Steve C.

Business Owner

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 Planner™ 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.