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Mark Stevens Financial LLC...It's about more than just your money..It's about "Your Money..And Your Life"
New! Listen to "Your Money AND Your Life" with host Mark Stevens every Wednesday 11AM (EST) on WECK1230 AM or on line at www.weck1230.com
Investment Management, College and Retirement Savings, Probate Avoidance, Taxation and Legacy Issues, are all fancy "buzzwords" in American Media; but how does a person coordinate, maintain and recalibrate so many important areas? Like most firms, it is our goal to assist you by guiding you through the various products and services available in the market-place. But, due to our independent structure, we feel that our discovery process is particular. Be assured, you will enjoy a non-bias guided discovery interview process, where you decide what service platforms will best suit your needs, the needs of your family and or business. We act only to educate, and help you facilitate your plan of action. We have found that solving financial concerns is much like attempting to put together a large puzzle. At first, the pieces look fragmented and show no pattern. But, to a trained eye, and one who has seen many puzzles to their conclusion, a persons' financial journey becomes more logical, easier to understand, and finally; implement. We believe our firm can offer this type of counsel to you, your family, and even your firm or business. We might request that you tour our Commitment To Service as well as other site areas, as they will give you a good snap shot of what our firm is all about. Best of luck with your journey. If you wish to make this virtual journey a reality, do not hesitate to call for a personal, or phone appointment, any time. Always at your service, Mark Stevens
Click on "Published Articles" to read articles written by Mark Stevens |
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How Long Will Your Funds Last? Use this calculator to estimate the cost of your child’s education, based on the variables you input. How Long Will It Take to Pay my Balance? A balance sheet summarizes your assets and liabilities and reveals your net worth. |
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3870 North Buffalo Rd. Phone: 716-667-7432 |
Mark Stevens is a Registered Representative of and offers securities products & services through FSC Securities Corporation, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, GA, MA, MI, NJ, NY, OH and PA. No offers may be made or accepted from any resident outside the specific state referenced.
Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. Mark Stevens Financial LLC. is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment adviser.
Advisory services offered through FSC Securities Corporation, a Registered Investment Advisor.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.