Steven L. Levine, CPA/PFS/CGMA, Levine, Jacobs & Company, LLC, Quoted on Financial Website
Friday, February 8, 2013 • 4:12pm
Steven L. Levine, CPA/PFS/CGMA, a founding and senior member of Levine, Jacobs & Company, L.L.C. was quoted on www.depositaccounts.com in the article, “Retirement Debate: To Retire or Not?
In the article, Mr. Levine discussed the pros and cons of downsizing in retirement. To see the article in its entirety, please read here: http://www.ljcpa.com/press-room.html
Steve is also a Personal Financial Specialist (PFS), a designation awarded to accounting professionals after 750 hours of extensive and comprehensive training. Only select qualified practitioners nationwide have passed the complex exam. Steve is an active participant at the firm’s wealth planning provider, Cetera Advisor Networks LLC. Levine Jacobs & Company and Cetera Advisor Networks LLC are not related entities.
Steven also holds Series 6 and 65 security licenses. Possessing a vast knowledge of estate planning that helps clients minimize tax effects on their estates, he has also written various articles pertaining to investment advice.
Steven Levine holds membership in the American Institute of Certified Public Accountants (AICPA), the AICPA Personal Financial Planning Section and New Jersey Society of Certified Public Accountants (NJSCPA).
Levine, Jacobs provides a unique combination of twenty-first century accounting, business consulting and financial planning services to a diverse list of individuals located primarily in New Jersey, New York and Pennsylvania.
Levine, Jacobs & Company, L.L.C. prides itself on its teamwork abilities where “every account receives the talent and expertise of the whole firm.” With headquarters in Livingston, NJ, clients are located throughout the New Jersey, New York and Pennsylvania tri-state region.
Levine, Jacobs & Company, L.L.C. maintains memberships in the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.