Steven Gimont

Current Employers

Employment History

• 08/2025 → Present
  Transamerica Financial Advisors, Llc
  Kingston, PA
• 08/2025 → Present
  World Financial Group, Inc.
  Kingston, PA
• 02/2012 → Present
  Gimont & Associates
  West Lawn, PA
• 05/2017 → 01/2018
  Comcast Xfinity
  Reading, PA
• 02/2012 → Present
  Gimont & Associates
  West Lawn, PA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Gimont & Associates 2211 Quarry Drive | Ste. 60| West Lawn, PA 19609 Investment related: NO State date: 02/2012 Tax Professional/general partner - prepare tax returns in accordance with federal, state and local regulations. 45 hours per month, 23 during securities trading. GIMONT & ASSOCIATES POSITION: Tax Preparer NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 4 START DATE: 02/15/2012 ADDRESS: 2211 Quarry Drive, West Lawn PA 19609, United States DESCRIPTION: Interview clients to complete client information worksheets. Determine income, available tax deductions and tax credits based on income and filing status. Review completed returns and collect signatures for electronic filing. Maintain client records. Provide answers to tax related questions as well as advice for a favorable tax outcome should adjustments become necessary.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-22
• S63 Uniform Securities Agent State Law Examination
  2025-09-30