by the Storen Team | Oct 29, 2026 | Meet the Team
Jennifer Poirier Financial Assistant Jennifer joined Storen Financial in October of 2026 as a Financial Assistant, bringing a steadfast commitment to operational excellence and client satisfaction. In this role, she delivers comprehensive, high-touch support to both...
by the Storen Team | Oct 27, 2026 | Newsletters
Have you read our October Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming Storen...
by the Storen Team | Oct 22, 2026 | Blog Content Library
Quickly find the information you need in our blog library of helpful tools, tips, and resources. If you have any questions, please contact us. Click the title to access each blog. Financial Planning, Investments, & Personal Finance • Storen Financial...
by the Storen Team | Oct 13, 2026 | Events
Finalizing Year-End Processes for Your Business Join us for this in-person business-owner-focused event on November 12th, to uncover the financial, tax, and planning items you should have on your radar now – so you can take action before the year is over! Erika Lewis,...
by the Storen Team | Oct 9, 2026 | Case Studies, Financial Planning, Resources, Retirement
**The example below is a hypothetical illustration based on composite, real-life situations and does not describe an actual client. Names, amounts, and circumstances have been changed for illustrative purposes. Results will vary based on individual circumstances....
by the Storen Team | Oct 9, 2026 | Community, Education, Financial Wellness, Team News
Our Financial Wellness team is joining forces with local experts to bring vital education, resources, and crisis-prevention strategies to seniors and caregivers! As part of our commitment to providing valuable resources to our community, our team has proudly partnered...
by the Storen Team | Oct 1, 2026 | Tax FAQs
This information is intended to be a resource for those interested in our tax services and serve as a ballpark estimate. Each client has unique circumstances and we customize each plan to meet your specific needs. Please contact us directly for a specific quote. Click...
by the Storen Team | Oct 1, 2026 | Careers with Storen
To apply: Please email your resume and a brief cover letter outlining your career goals to Storen@storenfinancial.com. Administrative & Tax Operations Intern Are you looking to gain hands-on, real-world business experience during the busiest time of the...
by the Storen Team | Oct 1, 2026 | Careers with Storen
To apply: Please email your resume to Storen@storenfinancial.com. Seasonal Tax Administrative Assistant We are seeking a highly motivated, detail-oriented, and outgoing Seasonal Administrative Staff member to join our team for the upcoming tax season. In this...
by the Storen Team | Oct 1, 2026 | Careers with Storen
To apply: Please email your resume to Storen@storenfinancial.com. Appointment Scheduler (Seasonal) We are seeking a professional, high-energy Seasonal Appointment Scheduler to join our team for the peak tax season. As the primary point of contact, you will...
