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    Streeter, Moore & Stipe LLC

Our Qualifications

Our commitment as a firm is to provide independent and objective financial planning solutions, superior investment choices and alternatives, and personalized customer service. Our qualifications are as follows:


  

  • Over 80 years experience in the financial services industry
     
  • (2) Certified Public Accountant - CPA Designation
     
  • (1) Certified Financial Consultant - ChFC Designation

     

  •  (1) Certified Financial Planner - CFP Designations

     

  • (2) Graduates from the College of Financial Planning
     
  • Member of the Financial Planning Association
     
  • Our firm holds Series 7, 63 65 and 24 Securities Licenses
     
  • Our firm has Life, Health, and Variable Insurance Licenses
     
  • SMS Financial & Investment Management is a Registered Investment Advisor with the SEC

    Professional designations doesn't mean that we have better planners than other firms, but it does show our commitment to the industry and to learning. Our most important asset is our clients. That is why we developed our clients bill of rights.

     


     

     

     

     

     

     

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