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Financial Services - West Chester, OH, US
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From taxes and accounting to investments and insurance, we walk with you on the path toward financial elevation, making sure you understand every turn along the way. We're not just about transactions and spreadsheets; rather, we want to be your partner in financial elevation.Independently owned since its inception, Stevens Insurance Agency offers a comprehensive line of trustworthy insurance services. At SIA, we work with you to develop a custom-tailored insurance program to protect your family, home, auto and other valuable possessions. We canvass a broad selection of insurance products to help find you the best carrier with the best coverage, with the best rates available! Stevens & Associates does tax planning and tax returns for both individuals and businesses. Our tax service is relationship oriented. We don't take the factory approach, where you take a number, someone who has never met you and knows nothing about you fills out your tax return, and then you sign on the dotted line.We are Dave Ramsey "Endorsed Local Provider" (ELP) for taxes and insurance. Dave Ramsey, creator of the Total Money Makeover and Financial Peace University, only endorses professionals who offer one-on-one help with investing and insurance. These professionals have "the heart of a teacher and care about helping you".
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