About

About

No matter what your age, it’s always important to make the right financial decisions to assure the security and comfort of your future. At Stevens Financial, Inc., we aim to provide all financial and insurance advice possible.  We pride ourselves on providing individual attention and getting to know our clients well.  We ta take the time to answer questions and explain matters in simple, clear terms that everyone can understand.

Stevens Financial Inc. is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA and SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor.

Investment products and services available only to residents of: AZ, CA, CO, FL, GA, MD, NC, NJ, NY, VA.

Fee based investment services available only to residents of: AZ, CA, CO, FL, GA, MD, NC, NJ, NY, VA.

Insurance products and services available only to residents of: AZ, CA, CO, FL, GA, MD, NC, NJ, NY, VA.

Summit Brokerage Services, Inc., its affiliates and Stevens Financial Inc. do not give tax or legal advise.  You should consult an experienced professional regarding the tax consequences of a specific transaction.

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