In a world of account balances and market swings, it’s easy for the numbers to feel like the goal and to lose sight of what you’re working for in the long run. At Stephens & Associates, our Certified Financial Planners take the time to understand what’s truly important to you. Together, we’ll develop a holistic financial plan customized for your life – so that you can live more confidently today. And tomorrow.
Unlike some fully independent firms, Stephens & Associates is an independent private wealth advisory practice under Ameriprise Financial, a Fortune 250 company that’s been around for well over a century. Because we are an Ameriprise firm, we are able to leverage the cutting-edge technology and compliance systems that come with being one of the most well-respected and well-resourced companies in the industry. Further, we have more Certified Financial Planner professionals than any other company in the U.S., and we at Stephens & Associates actively encourage our advisors and staff to continuously take on further education and professional training.
Taking everything into account, we recommend that all people at least consult with a competent and ethical financial professional before deciding on a financial plan. In our opinion, that relationship is a sacred one because who else in your life will know everything there is to know about your finances. If you are still reading this and feel you or someone you care about could use a second set of eyes as to their financial life, please let us know. We welcome the opportunity to serve, because we truly believe that doing so is a privilege.
- The team at Stephens & Associates - Ameriprise FinancialBusiness Website Address (change): https://www.facebook.com/TheVillagesAmeripriseFinancial/
Financial and Estate Services
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Let us show you how we can help your family.
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Financial Rep with Fortune 500 christian not-for-profit firm. Licensed in Florida & Georgia.
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