SteveDeCesare- Financial Advisor Philadelphia, PA

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About Steve DeCesare

Other office location: 10,000 Lincoln Dr. E Ste 201 Marlton, NJ 08053.

DeCesare Retirement Specialists is dedicated to providing a systematic,comprehensive, and a client-centric approach to financial planning. We are committed to helping you achieve your financial goals so that your savings can provide for your and your loved ones throughout retirement and thereafter.

Our services include (but are not limited to):

Retirement Planning,

Investment Management,

Financial Planning,

E-Bridge Tracking Financial Software,

Insurance Planning,

Tax Planning,

Estate Planning.

DeCesare Retirement Specialists is an independent wealth management and retirement planning firm dedicated to helping make your life's hard work, work hard for you in retirement. Whether you are just beginning on the road to creating wealth, ready to cross over from the working years to the retirement years, or if you are already retired, we can help.

Let DeCesare Retirement Specialists help you transition from work through life.

See Disclosures

General Information

Firm Start Year

2002

No. of Employees

CRD#

2738353

Firm CRD#

121458

Insurance License#

422577

Name of Custodial Firm

Charles Schwab & Co, Inc.

States Licensed in

PA, NJ

Years of Experience in Financial Services

Number of Years with Current Firm

Advisory Services Provided

Financial Planning for Individuals, Retirement Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65, Series 63

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Disability

Financial Organization Memberships

Financial Planning Association (FPA), Financial Services Institute

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Hourly, Commissions, Flat Fee

Fee % Based on Assets

Hourly Rate

$350

Education

Bachelor of Science in Business Administration - Finance

LaSalle University
1994 - 1998

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1882671/paladinregistry-DeCesare-Retirement-Specialists-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Steve DeCesare

DeCesare Retirement Specialists