Broker Check

Wexford Office

9500 Brooktree Road,

Suite 102
Wexford, PA 15090

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Stocks

529 Plans

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

    Financial Planning

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans

    Insurance

    Disability Income Insurance

    Life Insurance (Term, Universal Life,Variable Universal Life and Whole Life Policies)

    Long-Term-Care Insurance

    For more information about our firm and the services we offer, send us a quick email or call to speak directly to Todd during normal business hours of 8:00 a.m. - 5:00 p.m. EST. We would welcome the opportunity to speak with you.

    todd.stepke@lpl.com  |  (724) 934-9196