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MEMBER PROFILE

 

Stephen Davis

Safe Harbor Asset Management

 

Member profile details

Membership level
Tri-State Individual
First name
Stephen
Second name/initial
K
Last name
Davis
Title
President/CEO
Company
Safe Harbor Asset Management
 

CONTACT INFORMATION

City
Huntington
State
New York
 

PROFILE INFORMATION

Call me when
you are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.
Profession
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Exit/Transition Planning
  • Finance
  • Investments
  • Real estate
  • Retirement
Client Industry(ies)
  • Real Estate/Construction
Professional Certification(s)
MEWA
Transition Planning Certification or Methodology
MEWA "Modern Elder Wealth Advisor
In Business Since
1995
How to contact
Email or call
LinkedIn profile link
Stephen K. Davis
Business Focus
Tax mitigation strategies
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