Jack A. Stevens

Credentials:
  • AIF®
  • CFBS

Focus: Insurance Strategies, Investment Strategies, Business Owners

Languages: English

Jack Stevens is an Investment Advisory Representative and has been with Mass Mutual New York State since 2008. He received his Bachelor of Arts in Economics degree from University of Colorado at Boulder and his Certified Family Business Specialist degree from the American College.

Jack's primary areas of focus includes:

  • Financial Planning and Strategy
  • Risk Identification and Management
  • Investment Planning
  • Estate Planning
  • Budget Analysis
  • Exit Planning

Jack currently serves on the board for the Cazenovia Chamber of Commerce and the Cazenovia Preservation Foundation. He is also a board member and coach for the Cazenovia Youth Baseball and Softball Association, a coach for the Cazenovia Youth Basketball Associaton, and a United Climate Action Network committee member. He lives in Cazenovia with his wife and two sons.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Jack Stevens is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. https://www.sipc.org/ 300 Corporate Parkway, Suite 216N, Amherst, NY 14226, Tel: (716) 852-1321

 

 

 

 

See Jack’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Jack

*Fields are required

MassMutual New York State - Syracuse

Satellite Office

250 S. Clinton Street, Suite 300
Syracuse, NY 13202-1866

CRN202208-269361