Growing up in Northeast PA I learned the core values of hard work, persistance, but more importantly, honesty and integrity.
I use these core values in my practice each and every day to help people both formulate and then plan to achieve their long term financial goals for both themselves and their families.
When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.
Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:
- Estate planning and preservation
- Retirement Planning
- Risk Management
- Investment Planning
- Tax-reduction strategies
Thanks for visiting
Steven DeRiancho,CFP®
Retirement Planning Specialist
Country Values Financial
E-mail Steve
RETIREMENT PLANNING SPECIALIST title (Equitable Advisors) The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com
CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.