SEP Financial Services

SEP Financial Services SEP Financial Services provides Financial Planning, Investment & Insurance Services. www.seppfs.com Your goals are our goals. We like to put faces with the names.

At SEP Financial Services, we work together, hand in hand, with all your goals and dreams firmly in mind. We get to know you, your spouse, and your family. So many of our clients are with us for many years, over generations. It is a pleasure to see them through the important milestones of life, education planning, home ownership, wealth management, weddings, grandchildren, travel and retirement...



"We love seeing our clients and friends reach their financial goals, whether it's living comfortably in retirement or buying their dream home! Nothing is more satisfying than to know, we assisted them in laying the groundwork for achieving their personal financial success!" - Steve Plain, CPA/PFS www.seppfs.com

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax Insurance Agency℠
Please visit www.avantaxwealthmanagement.com/social_policy for more information.

Address

5 Hatfield Lane, Suite 2A-2
Goshen, NY
10924

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+18456181700

Website

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