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Blue Bell Wealth Advisors  

593 Skippack Pike, Suite #100 - Blue Bell, PA 19422

Stephen Kelbick - 2154612460  

Certified Financial Planner

My Expertise
Small Business Retirement plans,
Personal Financial Planning,
college savings programs,
Retirement Planning,
Full-Service Payroll,
Income Tax Preparation

401-k Rollover Assistance
401k Plans
Accounting & CPA Services - Business
Accounting & CPA Services - Personal
Business 401K & SEP Plans
and more...

Years Experience
32 years

FINRA Series 3, 7, 9,10, 63, 65, 66 Pennsylvania and New Jersey Insurance License - Life, Health, Long Term Care

Chartered Retirement Plan Specialist Certified Financial Planner Master of Arts - Management Bachelor of Arts - Communications, Journalism, Accounting
Get Matched to Local Pros
What type of service or business do you need?
(e.g. accountant, auto repair, lawn service, marketing consultant)
* All information in this profile, including licensing, has been provided by Blue Bell Wealth Advisors. This information is not verified by ProMatcher.

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