Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State

Stephen K Davis

Ceo

Huntington, New York

Professional Profile

Call Me When

Call Me When... Your facing a large capital gains tax and need a strategy

Contact Method

Email or call

Profession

  • Wealth Planner
  • Professional Certifications

    Functional Expertise

  • Charitable giving
  • Finance
  • Real estate
  • Retirement
  • Exit/Transition Planning
  • Business Focus

    Tax avoidance strategy

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Real Estate/Construction
  • Client Results

    Membership

    Tri-State

    Member Since

    2 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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