by the Storen Team | Jan 15, 2025 | Education, Events, Medicare
Have questions about Medicare? General enrollment is available through March 31st. Join us for this in-person event on February 20th, where Ruth Hoffman, Storen Financial’s Medicare Benefits Specialist, will walk you through the Medicare process, enrollment...
by the Storen Team | Jan 12, 2025 | Businesses, Resources for Businesses, Taxes
What is the Corporate Transparency Act (CTA)? As of January 1, 2024, the Financial Crimes Enforcement Network (FinCEN) is now accepting U.S. Beneficial Ownership Information (BOIR) through the FinCEN’s secure website, as a result of the recently passed Corporate...
by the Storen Team | Jan 1, 2025 | Meet the Team
William Wentworth Technology Specialist William joined our team in January of 2025 as a Technology Specialist, where he assists in managing the company’s technology stack. This includes overseeing the VoIP phone system, printers, scanners, software installations, and...
by the Storen Team | Jan 1, 2025 | Forms
These forms are intended to be used for a personal finance consultation. If you have any questions about anything at all, please give us a call. Click to access the pdf of these forms, download or complete in your browser. Personal Finance New Client Packet Personal...
by the Storen Team | Jan 1, 2025 | Forms
Effective Date: 01/01/2025 Links: Terms and Conditions National Do Not Call Registry Introduction At Storen Financial, protecting your privacy is our priority. This Privacy Policy explains how we collect, use, and safeguard your information when you opt...
