Stephens Wealth Management Group

Stephens Wealth Management Group

Financial Services, 5206 Gtwy CTR, Flint, Michigan, 48507, United States, 11-50 Employees

stephenswmg.com

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phone no Phone Number: 81********

Who is STEPHENS WEALTH MANAGEMENT GROUP

As a successful corporate executive, entrepreneur, retiree or health care professional, have you ever noticed that the more successful you become, the less time you have to plan for your ...

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  • 5206 Gtwy CTR, Flint, Michigan, 48507, United States Headquarters: 5206 Gtwy CTR, Flint, Michigan, 48507, United States
  • 1984 Date Founded: 1984
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Stephens Wealth Management Group Org Chart and Mapping

Employees

Sherri Stephens

President and CEO, Swmg and Wealth Advisor

Nick Sheeran

Certified Financial Planner™

Jessica Stirling

Investment Analyst / Advisor

Tori Boswell

Wealth Manager at Stephens Wealth Management Group

Jennifer Bauder

Client Relationship Associate

Maryann W

401(k) Program Manager & Senior Client Relationship Associate

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Frequently Asked Questions Regarding Stephens Wealth Management Group

Answer: Stephens Wealth Management Group's headquarters are located at 5206 Gtwy CTR, Flint, Michigan, 48507, United States

Answer: Stephens Wealth Management Group's phone number is 81********

Answer: Stephens Wealth Management Group's official website is https://stephenswmg.com

Answer: Stephens Wealth Management Group's revenue is $10 Million to $25 Million

Answer: Stephens Wealth Management Group's SIC: 6282

Answer: Stephens Wealth Management Group's NAICS: 523940

Answer: Stephens Wealth Management Group has 11-50 employees

Answer: Stephens Wealth Management Group is in Financial Services

Answer: Stephens Wealth Management Group contact info: Phone number: 81******** Website: https://stephenswmg.com

Answer: As a successful corporate executive, entrepreneur, retiree or health care professional, have you ever noticed that the more successful you become, the less time you have to plan for your financial investments and the more help you need with managing your wealth? Here you can find the right type of investment advisor who is considered a trusted professional and is committed to building a strong, lasting relationship that you can connect with on a personal level. Our team of wealth advisors can offer you customized professional and/or personalized financial planning solutions designed with a focus on what is truly important to you. This is the powerful combination you will find from the advisors at the Stephens Wealth Management Group a place where you know you will be cared for in the highest order. SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Investment advisory services are offered through Stephens Consulting, LLC. Stephens Wealth Management Group (SWMG) is an investment adviser registered with the Securities and Exchange Commission. SWMG is neither a law firm nor a certified public accounting firm and no portion of this article should be construed as legal or accounting advice. Past performance may not be indicative of future results. This information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. SWMG, 5206 Gateway Centre, Suite 300, Flint, MI 48507 ph: 810.732.7411.

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