by the Storen Team | Jan 17, 2025 | Data Security, Resources
Are you doing these things to prevent identity theft or fraud? Each year, you’ll want to think about improvements you can make to how you protect your information. You don’t necessarily need to be tech-savvy to do this. Rather, implementing a few practices into your...
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 9, 2025 | Careers with Storen
To apply: Please complete our career form application and email your resume to Storen@storenfinancial.com. Only applications received through this form will be considered. Click here to get started. Business Accountant GENERAL DESCRIPTION: We are looking for a...
by the Storen Team | Jan 1, 2025 | Forms
These forms are intended to be used by our investment clients or those seeking an investment 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. Investment...
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
Please review the disclosures below. Delivery of these disclosures are regulatory requirements. They must be delivered to clients prior to discussing their financial accounts and/or opening accounts under Storen Financial’s book of business. If you have any questions...
by the Storen Team | Jan 1, 2025 | Forms
These forms and resources are intended to be used by our business clients or those seeking additional business services. If you have any questions about anything at all, please give us a call. Services and Pricing New Business Client Data Sheet 1099 Request Form Tax...
by the Storen Team | Jan 1, 2025 | Team News
Our office will be closed on the following days… Please visit our contact us page for current office hours and contact information. Click here for more info. 2025 January 1/1 1/20 April 4/17 – 4/18 May 5/26 June 6/19 6/30 July 7/1 – 7/4 September 9/1 November...
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...
