Provider

Stephen or Steve Rosiere

schedule a free consultation

I need to see your paperwork and give a summary of what you need me to do.

credentials

contact

+1(504) 467-0859
smr1333@bellsout.net

123 Miami Place

Kenner LA 70065

bio

Provider

I like to assist clients in reaching their financial destinations and assist them with their tax returns so that they can rest assured they won't need to sit in an audit chair at the IRS.

q & a

What characteristics do your favorite clients share?

.Most of my clients are middle management, married with children, middle to high income, also needing insurance services, along with investment services.

Why should a client hire you?

I do my best to be honest, trustworthy, dependable, reliable, and to give my sincere honest opinion when it comes to what needs to be done whether it's tax services, insurance services, or investment services.

education

Loyola University

Bachelor of Accounting / Criminology

1978

business info

Rosiere & Associates

Established 1989

hours of operation

Sunday closed
Monday 08:00 AM - 06:00 PM
Tuesday 08:00 AM - 06:00 PM
Wednesday 08:00 AM - 06:00 PM
Thursday 08:00 AM - 06:00 PM
Friday 08:00 AM - 06:00 PM
Saturday 09:00 AM - 12:00 PM

travel

I travel to my clients
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense

Financial Services

Stocks or bond investments
Retirement planning
Annuities
Insurance investments

fee structure

Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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