Stephanie Cerillo

Administrative Assistant/Office Manager at Bach Investments Plus Llc

Stephanie Cerillo's Professional Contact Details

Email (Verified)
****
HQ
(860) 829-3544
Location
The Villages, Florida, US
Company
Bach Investments Plus Llc
Person Seniority
entry

Stephanie Cerillo's Current Company Details

BACH Investments Plus, LLC is a fee based, full service financial planning* office. We specialize in assisting individuals, institutions and businesses to achieve their financial goals. Our areas of e...
BACH Investments Plus, LLC is a fee based, full service financial planning* office. We specialize in assisting individuals, institutions and businesses to achieve their financial goals. Our areas of expertise include: Investment Planning, Income Strategies, Retirement Plans including Rollovers, Life & Health Insurance Planning, and Long Term Care Insurance Planning. BACH Investments was founded by Vernon G. Baker and the late Craig K. Welch. In 2002, Jonathan W. Webb joined the firm as associate and became a partner in 2003. http://royalalliance.com/disclosures/socialmedia
Founded Year
2001
Organization Website
bachinvest.com
Organization Languages
English
Current Technologies
asp net
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microsoft-iis
linkedin login
google analytics

Job Functions

roth ira
simple ira sep
education planning
retirement planning
profit sharing 401k
business planning
simple ira amp sep
investment advisoryservices
estate planning
insurance planning
529 plans
private banking
coverdell education ira
profit sharing amp 401k
traditional ira
rollover ira
finance
b2b
law practice
legal services

Stephanie Cerillo's Work History and Education

BACH Investments Plus, LLC
Administrative Assistant/Office Manager
2012 - Present

Colleagues at Bach Investments Plus Llc

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