AccountMaster & Jeff
Your local starting point for tax accounting and a conversation about your financial goals.
ACCOUNTMASTER · WASHINGTON, PA
Your life.
Your goals.
A fuller financial picture.
Explore Money Concepts with Jeff Fine: the connection between your local financial-planning conversation and investment services.
Make room for your next chapter.
THE NAMES, EXPLAINED
Local advice. A wider set of resources.
Money Concepts supports financial professionals with investment solutions, technology, education, and practice resources. For a client, the important question is which firm provides each service—and what that relationship means for your account.
Money Concepts Capital Corp.
The broker-dealer through which securities are offered. A member of FINRA and SIPC.
Money Concepts Advisory Service
The trade name used by Money Concepts Capital Corp. when providing investment advisory services.
These are service relationships, not a depiction of ownership. Account Master, Inc. is an independent firm not affiliated with Money Concepts Capital Corp.
View official sources and disclosures ↓START WITH WHAT MATTERS TO YOU
What would you like to plan for?
Choose a topic to build a starting point for your conversation. This educational guide does not recommend investments.
YOUR CONVERSATION STARTER
Retirement, on your terms.
Bring your expected retirement timing, spending priorities, and sources of income into one conversation.
Ask Jeff: What information would help us understand my retirement income needs?
Bring to the conversation
- A list of retirement accounts
- Expected income sources
- Your questions about timing
UNDERSTAND THE DIFFERENCE
Two types of investment relationship.
Brokerage and advisory accounts serve different purposes. The firm's relationship summary explains how services, decision-making, and charges differ. Ask which applies to you.
Brokerage
Buying and selling securities at your direction.
- You decide whether to approve a transaction.
- The firm's summary says brokerage accounts do not include monitoring or discretionary trading.
- Costs generally relate to transactions and products.
Investment advisory
Services can include asset management, financial planning, and consulting.
- Trading authority depends on your written agreement.
- Services and investment approach depend on the program.
- Charges may include asset-based, planning, or consulting fees.
Fees and investment expenses reduce returns, and apply even when investments lose value. Compensation can create conflicts of interest. Request the current relationship summary, fee information, and agreement before choosing a service.
RESOURCES AVAILABLE THROUGH THE FIRM
More than one way to approach a goal.
Investment choices
The firm's published solutions include stocks, bonds, ETFs, and mutual funds.
Advisory programs
Money Concepts lists managed-account options and third-party management among its advisory resources.
Advanced planning
Its broader resources include insurance and advanced-planning support.
Availability depends on the professional's registrations, the program, and your location. A firm's full menu is not a promise that every option is offered by Jeff or appropriate for you.
A WASHINGTON COUNTY CONNECTION
Meet Jeff Fine.
Jeff owns AccountMaster and works with clients on personalized financial plans. His published biography describes more than 25 years in accounting and financial services, and a Money Concepts relationship beginning in 2002.
A graduate of Washington School District and Washington & Jefferson College, Jeff brings a local perspective to conversations about what comes next.
2002
Became a Money Concepts representative
2009
Became a Regional Director, according to his biography
Today
Start a conversation at the Washington, PA office
BEFORE YOU GET STARTED
Good questions lead to better conversations.
Is Money Concepts the same business as AccountMaster?
No. AccountMaster is an independent firm. Securities are offered through Money Concepts Capital Corp.; its advisory trade name is Money Concepts Advisory Service. Ask which firm and professional will handle each part of your relationship.
Does this page recommend an investment mix?
No. The topic guide helps organize questions. An appropriate investment mix depends on your circumstances and objectives. Diversification and asset allocation do not guarantee a profit or prevent losses.
What should I ask about fees?
Ask for the total cost of the proposed service, including product expenses, account charges, and any exit or surrender fees. Ask how the professional is paid and how potential conflicts are addressed.
Will my account receive ongoing monitoring?
Do not assume monitoring is included. Ask for the specific review and monitoring terms of the proposed agreement, including who is responsible and how frequently reviews occur.
Does registration mean an investment is guaranteed?
No. Regulatory registration is not an endorsement or a guarantee of investment results. Investments can lose value.
How do I reach Jeff?
Call AccountMaster and ask for Jeff Fine, or use the office email link below to request a conversation with him. The listed phone and inbox belong to the office.
YOUR NEXT STEP
Let’s make time
for a conversation with Jeff.
Call the office & ask for Jeff ↗
724-22-TAXES · AccountMaster office
Email the office for Jeff ↗Opens your email app. Please use this for scheduling; arrange a secure method with the office for financial documents or account details.
Meet locally.
25 South College StreetWashington, PA 15301
Bring your priorities, your questions, and the topics you would like to explore. Call to arrange an appointment.
READ MORE. ASK QUESTIONS.
Official information, within reach.
Reviewed September 24, 2026. Firm information and account terms can change; request current documents for the service you are considering.
Money Concepts official website ↗
Published financial solutions ↗
SEC firm record & disclosure documents ↗
Client relationship summary (PDF; dated April 30, 2021) ↗
Research a professional on BrokerCheck ↗
Jeff's published AccountMaster biography ↗
Securities through Money Concepts Capital Corp., member FINRA / SIPC. Money Concepts Advisory Service is registered with the SEC as an investment adviser. Investments are not FDIC or NCUA insured, may lose value, and have no bank or credit union guarantee. Services are subject to registration and jurisdiction limits. Account Master, Inc. is an independent firm not affiliated with Money Concepts Capital Corp.