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Denise M. Stephens, CFP®

Princeton Financial Services, Inc.

13330 SW 111th Ave
Miami, FL 33176-6019
Phone: (305) 253-9604
Fax: (305) 501-4952

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Household Income Minimum: $0
Investable Asset Minimum: $5,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.