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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.

Learn More

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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Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

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Transcript

Newsletters

  • 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.

  • Consider Munis for Tax-Free Income

    Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.

  • Home Appliance Economics

    The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.

  • What Is Asset-Based LTCI?

    Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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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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