Angus Stephens, CRPC
Financial Representative
Visit my web site!
Florida Financial Group
4190 Belfort Rd. Suite 300
Jacksonville, FL 32216
Phone: (904)924-6317
Fax: (904)281-9022
BUSINESS PHILOSOPHY
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
- Series 7/66 Registered to offer securities products in FL, CA, CO, GA.
- Licensed to sell Life & Health Insurance in Florida in FL, CO, GA.
- Graduate of The University of Florida, 1987
- Bachelor of Arts
PERSONAL
- Born and raised in north central Florida.
- Hobbies: Golf, Running, Hunting.
ORGANIZATIONS
- Member of UF Alumni Association
- Member Gator Club Jacksonville
- Past President Ocala-Big Sun Jaycees
- Member Ponte Vedra Sunset Rotary Club
- Member Greater Jacksonville Chamber of Commerce
PRODUCTS AND SERVICES
- Investment Strategies
- Annuities
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservation Strategies
- Education Funding Strategies
- IRA Consolidation/Rollovers
- ROTH IRA Conversions
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. Securities are offered through New England Securities Corp.(NES) (member FINRA/SIPC). New England Financial is the registered mark for New England Life Insurance Company(NELICO), Boston, MA. 02116. NES and NELICO are affiliates
L0710116715(exp0711)
|
