Steven E. Brendle,  CFP<sup>&reg;</sup> - Financial Advisor

Steven E. Brendle, CFP®

CPA/PFS

Brendle Financial Group, LLC

4622 Country Club Rd, Ste 220
Winston Salem, NC 27104
FINANCIAL ADVISOR'S WEBSITE
(336) 725-7227

General

Steven Brendle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Brendle Financial Group, LLC in Winston Salem, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: NC
  • Health/disability insurance: NC
  • Fixed annuities: NC
  • Variable annuities: NC

Broker-Dealer Affiliation

Avantax Investment Services, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Personal Taxes

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