Case | Sabatini

Pittsburgh

470 Streets Run Road
PO Box 10885
Pittsburgh, PA 15236
Phone: 412-881-4411
Fax: 412-881-4421

Wexford

105 Bradford Road
Suite 300
Wexford, PA 15090
Phone: 724-940-9444
Fax: 724-940-9452

Palm Beach

By Appointment Only
Palm Beach, Fl 33418
Phone: 412-881-4411
Fax: 412-881-4421

CSD Financial

get to know us

What makes
CSD FINANCIAL
the best choice?

CSD Financial is a wealth management and financial planning firm operated by Gil Davis, CPA/PFS. Please review our services to discover how we can assist you and/or your company in all of your financial needs.

Key team members include Gil Davis, serving as the Managing Director, and Vici Lofstead, Financial Services Assistant. Both Gil and Vici serve as an integral part of the Case | Sabatini team.

Professional Services
Financial Wealth Management and Financial Planning Services provided by CSD cover a wide spectrum of professional services. Please contact us for further details about any of our primary offerings, which include:
Services for Individuals
  • Divorce Planning
  • Employee Benefits Plans
  • Estate Planning
  • Financial Planning
  • Investment Review
  • College Planning
  • Investment Management
  • Insurance Services
  • Elder Care Planning
Corporate Services
  • Retirement Plan Design
  • Retirement Plan Assets Management and Employee Education
  • Corporate College Savings Plans
  • Buy/Sell Insurance
  • Ownership Transition Strategies

"When you think about accountants, who would want to be an accountant? But, what would we do without accountants? Whether it's soldiers or garbage men or doctors, everyone has the thing that they love."

Fred Willard

Additional Resources

We encourage you to check back regularly and read these online newsletters.

Tax and Business Alert – This newsletter provides you information to stay up to date with the current events happening within the accounting realm.

Popular Links to Outside Sites

IRS: The Digital Daily – The Digital Daily is an online publication created by the Department of the Treasury and the Internal Revenue Service, providing tax information, news, and access to online tax forms.

SEC – A link to the Securities and Exchange Commission.

American Stock Exchange – Get the latest quotes on the AMEX, NASDAQ and more.

New York Stock Exchange – Get stock quotes, access your personal stock tracker, get the latest on listed companies and IPOs, and learn more about how the investment community and the NYSE work.

American Institute of Certified Public Accountants – This website offers news, CPA forums, information on conferences, career guidance resources, and other features!

Pennsylvania Institute of Certified Public Accountants – This website features a list of the PICPA’s chapters, public interest issues, governmental issues, and news on the happenings in accounting.

CSD Financial Team

Gilbert E. Davis, CPA, PFS

Director of Financial Services
CSD Financial
470 Streets Run Rd.
Pittsburgh, PA 15236
(412) 881-4411 (local)
(412) 881-4421 (fax)
Davis@CaseSabatini.com

Victoria Lofstead

Financial Services Assistant
CSD Financial
470 Streets Run Rd.
Pittsburgh, PA 15236
(412) 881-4411 (local)
(412) 881-4421 (fax)
lofstead@CaseSabatini.com

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