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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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