Sound Choice Financial
Financial Consulting East Hampton
Call Today
Description
Stevin L. Moses is President and founder of Sound Choice Financial, LLC. Stevin brings twenty years experience with him, and specializes in keeping household income consistent and growing for his clients by utilizing distribution focused and tax-efficient strategies for families aged 55 and older. He also strives to help future generations get a handle on their financial lives. His passion is educating his clients to help avoid costly mistakes. He is also registered with the State of Connecticut under the Connecticut Partnership for Long Term Care Planning program, a subject he has considerable experience with.
Keywords Income Strategies, Retirement Income & Distribution Planning, Financial Education, Long Term Care, Wealth Management.
Reviews
Opening hours
Categories
Financial Consulting(860)341-5000 (860)-341-5000 +18603415000
Map 17 N. Main St
Loading map...