Duane Stevens

Duane Stevens Email and Phone Number

Senior Vice President, Wealth Services at Alera Group working with successful individuals and businesses @ Alera Group (GCG Financial)
deerfield, illinois, united states
Duane Stevens's Location
Naperville, Illinois, United States, United States
Duane Stevens's Contact Details

Duane Stevens personal email

n/a
About Duane Stevens

I have been passionate about the field of financial services since 1996. As a Registered Representative of Triad Advisors, LLC. and an Investment Advisor Representative with Alera Investment Advisors, LLC., I work closely with my clients to develop, implement and review financial solutions.Specialties: Designations held:Certified Financial Planner™ professional, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC), Corporation for Long Term Care (CLTC) and Chartered Life Underwriter (CLU)

Duane Stevens's Current Company Details
Alera Group (GCG Financial)

Alera Group (Gcg Financial)

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Senior Vice President, Wealth Services at Alera Group working with successful individuals and businesses
deerfield, illinois, united states
Website:
gcgfinancial.com
Employees:
253
Duane Stevens Work Experience Details
  • Alera Group (Gcg Financial)
    Senior Vice President, Wealth Services
    Alera Group (Gcg Financial) Apr 1999 - Present
    Downer Grove
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  • Gcg Financial
    Vice President
    Gcg Financial 1996 - Present
    GCG Financial is a comprehensive financial services firm offering a wide range of quality financial programs, financial and estate planning, investor services, employee benefits, individual insurance and risk management.I currently specialize in working with small to medium-sized businesses in the selection and implementation of various programs including Business Continuation, Pension, Medical, Disability and Non-Qualified retirement strategies. In addition, I work with individuals and have become well-known in the medical community helping hundreds of physicians implement a variety of financial strategies.Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Alera Group, Inc. GCG Financial, LLC, and Alera Investment Advisors, LLC are not affiliated with Triad Advisors, LLC. Information provided by GCG Financial, LLC. should not be considered tax or legal advice. Should you require tax or legal information, please consult your tax advisor or attorney.
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Duane Stevens Skills

Estate Planning Irrevocable Life Insurance Trusts Intergenerational Wealth Transfer Disability Insurance Long Term Care Insurance Key Person Protection Tax Advantaged Investment Strategies Permanent Life Insurance Charitable Gift Planning Wealth Preservation Planning Certified Financial Planner Clu Cltc Chfc Holistic Financial Planning Buy Sell Sep Ira Variable Annuities

Duane Stevens Education Details

Frequently Asked Questions about Duane Stevens

What company does Duane Stevens work for?

Duane Stevens works for Alera Group (Gcg Financial)

What is Duane Stevens's role at the current company?

Duane Stevens's current role is Senior Vice President, Wealth Services at Alera Group working with successful individuals and businesses.

What is Duane Stevens's email address?

Duane Stevens's email address is du****@****ine.com

What is Duane Stevens's direct phone number?

Duane Stevens's direct phone number is +184745*****

What schools did Duane Stevens attend?

Duane Stevens attended Illinois State University.

What skills is Duane Stevens known for?

Duane Stevens has skills like Estate Planning, Irrevocable Life Insurance Trusts, Intergenerational Wealth Transfer, Disability Insurance, Long Term Care Insurance, Key Person Protection, Tax Advantaged Investment Strategies, Permanent Life Insurance, Charitable Gift Planning, Wealth Preservation Planning, Certified Financial Planner, Clu.

Who are Duane Stevens's colleagues?

Duane Stevens's colleagues are Mark Mccoy, Loren Weintrob, John C. Kwasigroch, Katherine Lazzaretti, Addie Powles, Michael Smith, Taylor Atchison.

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