Our founder, Rick Steele, CPA/PFS, CFP(tm), is an Investment Advisory Representative of H.D. Vest Advisory ServicesSM. Rick focuses on financial planning and socially responsible investing.
Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.
Rick's mission is to provide customized financial and investment advice to his clients helping them gain confidence and comfort in their financial lives.
Investment services, financial life planning.
These services are offered by Rick Steele through his affiliation with HD Vest.
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Terrible service. From the beginning, don't expect much personal help with figuring ...to add Steele Financial Services, Inc. map to your website;
