Jack A . Stevens, CFBS®,  AIF®

Financial Advisor

 

Personal

Spouse – Emily

Children – Tommy & Will

Resides in Cazenovia, NY

Enjoys hiking, biking, skiing, travel

 

Education & Highlights

Cazenovia High School, 1996

University of Colorado, Boulder – Bachelor of Arts – Economics 2000

The American College – Certified Family Business Specialist 2018

Financial Industry Regulatory Authority (FINRA) – Series 6 and 63

 

Experience

Vision Financial Group, Agent, 2008 – present

Bankers Conseco Life Insurance Company of NY, Agent – 2008

Prudential First Properties, Agent, 2005-2008

J.A. Stevens Landscapes, Owner, 1999-2005

 

Business and Community Organizations

Cazenovia Preservation Foundation Board Member

Cazenovia Youth Athletic Association Basketball Coach

 

Philosophy

I primarily concentrate on comprehensive financial and estate planning, risk management, qualified retirement plans, and strategy for privately held businesses and individual clients. I love helping others align their finances with their values and creating a plan to meet current financial obligations while becoming retire-ready.

 

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 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. 300 Corporate Pkwy Suite 216N Amherst, NY 14226, Phone: (716) 852-1321. CRN202903-10198609