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:
Please email Jim : jim@jimstephan.com to set up an appointment. I have extensive experience helping Clients manage wealth in Rochester since 1984 and invite you to try my personalized service. As 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 assets and Third Party Record-keeping services for all Trust, Advisory, or Brokerage accounts. Want to get started? Fax me your latest Portfolio Statement and I'll send you a free, personalized Portfolio Allocation Report (see above). This report uses research by Morningstar to help measure your portfolio returns & risk built into your portfolio. It may be time for us to help control how much risk you allow in your portfolio. Are you taking too much risk for the reward you are receiving? For my Mayo Clients/Friends, I have provided alternative 403b portfolio allocations, with no fee. See my Mayo 403b Portfolio Allocations page.Again, to get started: please email or call me, Jim Stephan, jim@jimstephan.com or 507-287-6160. You may also contact my Executive Associate Jody Rasmussen for an appointment, jody@jimstephan.com |
