Jack Stevens has been in practice for over 16 years and is passionate about helping others pursue their financial goals. He received his Bachelor of Arts degree in Economics from the University of Colorado at Boulder. Jack received his Certified Family Business Specialist (CFBS®) designation from the American College and is also an Accredited Investment Fiduciary (AIF®). He is an Investment Advisory Representative of MML Investors Services, LLC, and he primarily concentrates his practice on financial management oversight. Before Jack came to MassMutual, he was a Commercial Real Estate Broker helping investors select income properties. During this period, he frequently witnessed the impediments created by their financial situations. This was the catalyst for Jack’s passion for financial planning.

Jack educates and guides individuals to make sound financial decisions. His pragmatic approach helps people to align their finances with their goals and dreams. Whether helping business start-ups to grow, or guiding clients through investment and income strategies, it’s exciting for Jack to help his clients find continuity between their finances and personal lives. It’s even more exciting for him to witness the resulting fulfillment of his clients’ largest dreams.

Jack has been involved with several boards, charities, and committees, the most current being the Cazenovia Preservation Foundation as Stewardship Co-Chair. Jack resides in Cazenovia, NY and stays busy with his wife and two sons downhill skiing, hiking, biking, and coaching his son’s basketball teams.

Focus Areas

Financial Management Oversight
Risk Management
Investment and Income Planning
Estate Planning and Planned Giving
Business Planning and Strategy
Budget Analysis and Tracking
Debt Consolidation and Cancellation

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