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 include:
- 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 Preservation Foundation. 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
- Insurance Strategies
- Investment Strategies
- Business Owners
Check the background of this investment professional on FINRA's BrokerCheckSee Jack’s Licenses and Disclosures