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S. Landau Services

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S. Landau Services

Mission statement:

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

Steven Landau believes in thinking “out of the box,” and is not afraid to challenge conventional wisdom in his approach to investing and preserving wealth. All of his energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Overview:

I provide financial services and investment planning to individuals and businesses.

My business is about my relationship with my clients. I enjoy every opportunity of getting to know someone on a personal level, and then getting the chance to work together on improving their financial future.

In addition to preparing and filing your tax return, I can also help develop a plan that takes into account your financial circumstances and tax status, and considers your college, retirement, and estate planning goals.

When you are ready to schedule a meeting, feel free to contact us through the website, email, or by phone.

Investments and financial planning services are offered by Steven Landau through his affiliation with HD Vest

KEY Facts:

Products & Services

We provide assistance in the following areas:

Investments*

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Financial Services

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
Long-Term-Care Insurance

*These services are offered by Steven Landau through his affiliation with HD Vest

Member: NATP
H.D. Vest Investment Services

Toll Free: +1 877 220 3241

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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