Unclaimed
Steven Kaczynski is an investment advisor representative at D.B. Root & Company, LLC. Steven has been with the firm since August 2020 and specializes in financial planning, pension consulting, and selection of other advisors. Steven has worked in the financial services industry since March 2012. He is a Chartered Financial Analyst (CFA).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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PA
08/21/2020 - Present
D.b. Root & Company, LLC (PITTSBURGH PA)
Active
Inactive
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