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PS&E, LLC Plan To Prosper
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The First Step is to Step Back.

An Effective Plan Starts with a

Comprehensive Assessment.

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PS&E, LLC Plan To Prosper

481 Penbrooke Dr, Ste 3B Penfield, NY 14526

Phone:

  • Kevin (585) 504-7695
  • Collin (585) 505-8684

Fax:

  • (585) 505-8663

E-mail:

  • kevin.stepanoff@psande.org
  • collin.oshea@psande.org

Videos

We have interesting videos for you to watch on my site.

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Contact Us

Please feel free to contact us with any questions.

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Stocks and Stock Mutual Funds 101

Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.

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Transcript

Newsletters

  • Wealthy Colleges Face Expanded Endowment Tax

    A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

  • HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

    This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.

  • Avoiding Probate with a TOD Deed and TOD Account

    In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

  • Life Insurance for Two

    Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

More Newsletters »

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

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