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Steven Jefferys (CFA, CFP®, MBA)

Steven Jefferys focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Arch Financial Advisors can help you with the following

  • Investment Management
  • Retirement Planning
  • Insurance Review
  • Education/College Funding
  • Scenario Analysis
  • Cash Flow Analysis
  • Estate Planning Review
  • Tax Planning

NAPFA Start Date

October 03, 2011

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

10411 Motor City Dr Ste 500 Bethesda, MD 20817 Phone: (301) 500-2079
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