Greetings! I'm Jim Stephan. My focus is to help you choose & apply the most appropriate financial solutions for your life events. My specialties include a full 40 page Free Financial Plan for Clients (Sample Plan), personalized portfolio allocations adjusted for Risk, and Retirement Income for Life Strategies.I have extensive experience helping Clients manage wealth in Rochester since 1984 and invite you to try my personalized service. I am a Registered Representative with Securities America, Inc., a full service independent Broker/Dealer with over 1900 Financial Professionals nationwide. I am also a Financial Advisor offering advisory services through Securities America Advisors, Inc. My advisory practice has always utilized independent Custodians for holding Client funds and third party record keeping services for all Trust, Advisory, or Brokerage accounts. Want to Get Started? Email or fax me your latest Portfolio Statement and I'll review and send you a free, personalized Portfolio Allocation Report. This report uses research by Morningstar and can help you get the appropriate portfolio returns for the measured amount of risk built into your portfolio! Are you taking too much risk for the reward you are receiving?
|
James E. Stephan, Financial Advisor |
||||||||||||||||||||||||||||
|
How much will it cost to pay off a loan over its lifetime? How much can you afford to pay for a car? Estimate of the maximum amount of financing you can expect to get when you begin house hunting. How Long Will It Take to Pay my Balance? |
|
|||||||||||||||||||||||||||
| Dow Jones Industrials | 10,567.33 | + 2.95 |
| Nasdaq Composite | 2,358.95 | + 18.27 |
| S&P 500 | 1,145.61 | + 5.17 |
| S&P Mid-Cap 400 | 778.80 | + 6.21 |
| S&P Small-Cap 600 | 357.79 | + 2.31 |
| Russell 2000 | 674.93 | + 5.30 |
| 10 Year Treasury Note | 3.70 | - |
| Wilshire 5000 | 11,936.21 | + 61.52 |
| OSX Oil Service Sector Index | 211.39 | + 1.39 |
[ Markets | Charts | Quotes | Portfolio ]
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© eSignal. A division of
Interactive Data Corporation. (NYSE:IDC)
All rights reserved.
Email Jim for Your Retirement Solutions Today!
James Stephan is a Financial Advisor of Securities America Advisors, Inc., offering advisory services through Securities America Advisors, Inc. James Stephan is also a Registered Representative of Securities America, Inc. Member FINRA/SIPC, offering securities through Securities America, Inc. Securities America and its representatives do not offer estate planning, tax or legal advice: these services are offered in conjunction with a qualified professional. Information provided herein is a summary of our understanding of the current estate law, is not exhaustive, is subject to change and should not be used or relied on for investment or legal advice. Please note that EverBank and Securities America, Inc. are not affiliated entities and that non-banking investments offered by Jim Stephan thorugh Securities America, Inc. are not FDIC insured, not guaranteed by a bank, and can lose value. EverBank Money Market saving and checking bank programs are FDIC insured as offered to you by Jim Stephan of Securities America.