Our Company

Our Company

Stevens Financial, Inc. is a trusted financial advisor to clients ranging from the rural retiree, to the millionaire next door and to successful corporations in America.

Stevens Financial, Inc. has the unique ability to simplify and communicate some of the most innovative and technical planning concepts. Stevens Financial, Inc. offers the knowledge and experience to develop and implement these high quality strategies.

Stevens Financial, Inc. has the accumulated wisdom, experience, and knowledge that attracts and keeps its clients.

Stevens Financial, Inc. is a leader in the financial planning industry. The firm takes pride in providing its clients with:

  • Estate Planning
  • Wealth Management
  • Distribution Planning
  • Income Protection
  • Insurance Funding
  • Life and Long Term Care Insurance

Clients are assured that they are apprized on the progress of their account on a regular basis. Stevens Financial, Inc. is sensitive to the fact that phone calls must be returned promptly and work performed in a timely manner. These actions, along with the quality of our work, are the factors contributing to our success.

In the micro-technology times of voicemail, email, and the Internet, we possess the ability to create an infinite number of ideas and the ability to relate to other human beings with empathy, understanding and compassion.

Stevens Financial, Inc. has created strategies to facilitate the accumulation and conservation of wealth.  These proven strategies are based on defining our client’s goals and implementing strategies in order to help achieve them.

Our team has the knowledge and experience to develop customized planning for:

  • Retirees
  • Baby Boomers
  • Gen X
  • Business Owners

Our Vision

Our vision is to provide the highest quality of financial advice based on trust, integrity, and service.  We serve people through education with fairness, patience, and virtue while helping to create and protect their wealth for their families and their future.

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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