"Working together to develop and maintain an educated, integrated financial strategy that moves you closer to financial security and financial independence." My Areas of Focus Investments: Fee-Based Asset Management Services, Mutual Funds Retirement Planning: IRAs, 401(k) Plans, Pension/Profit Sharing Plans, SEPs, Simple Plans Insurance: Fixed and Variable Annuities, Long Term Care Insurance, Disability Insurance, Fixed and Variable Life Insurance Estate Planning: Insurance Needs Analysis Education Planning: 529 Plans, Coverdell Education IRAs I am affiliated with Cetera Financial Specialists LLC, member FINRA/SIPC and a licensed insurance agency (doing insurance business in CA as CFGFS Insurance Agency); investment advisory services, if applicable, are offered through Cetera Financial Specialists LLC, an SEC Registered Investment Adviser. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888.528.2987. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
View Top Employees from Gregory H. Steinbis, CPA A Professional CorporationWebsite | http://www.steinbiscpa.com |
Employees | 1 (1 on RocketReach) |
Founded | 1983 |
Industry | Financial Services, Wealth Management |
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Gregory Steinbis is the President of Gregory H. Steinbis, CPA A Professional Corporation.
1 people are employed at Gregory H. Steinbis, CPA A Professional Corporation.
Gregory H. Steinbis, CPA A Professional Corporation is based in Morgan Hill, California.