Alev Cieslinski is a registered investment advisor at Great Valley Tax & Financial Services, based in Paoli, PA. Alev operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Great Valley Tax & Financial Services does not offer investment management services. They provide advice and portfolio reviews for a flat fee or hourly rate. Implementation of any recommendations is the client's responsibility.
Location
Paoli, PA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Great Valley Tax & Financial Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.