Jeff Stevens

Jeff Stevens Email and Phone Number

Owner @ Freehold Township, NJ, US
Freehold Township, NJ, US
Jeff Stevens's Location
Freehold, New Jersey, United States, United States
Jeff Stevens's Contact Details

Jeff Stevens personal email

About Jeff Stevens

I help Individuals and families maximize their retirement income from all sources including Social Security, company pensions and retirement programs including 401k, 403b, 457 plans and personal savings. We provide wealth creation and wealth conservation strategies to individuals business owners, executives and professionals. For the Small and Medium size Businesses and Professional Corporations I provide Business succession planning and Employee Benefit Plans. Employee Benefit Plans include all forms of qualified and non qualified retirement strategies; Group Life, Medical, Dental, Salary Continuation Plans, LTD, LTC, HSA, and flexible spending accounts. These strategies are designed to minimize federal income tax and maximize net income, and reduce or eliminate estate tax while preserving the family wealth.Specialties: Asset backed life insurance also known as Premium Finance

Jeff Stevens's Current Company Details
The Stevens Agency

The Stevens Agency

Owner
Freehold Township, NJ, US
Jeff Stevens Work Experience Details
  • The Stevens Agency
    Owner
    The Stevens Agency
    Freehold Township, Nj, Us
  • Preferred Retirement Strategies, Llc
    Member
    Preferred Retirement Strategies, Llc Jan 1989 - Present
    Freehold, Nj
    Help People already retired or ready to retire maximize their retirement income from all sources including Social Security, Company Pensions and Retirement Plans including personal savings.
  • The Stevens Agency
    Owner
    The Stevens Agency 1973 - Present
    Provided Life Insurance, Health Insurance, and Investments to Professionals, Executives, Business Owners and Wealthy Individuals
  • Perferred Retirement Strategies Llc
    Member
    Perferred Retirement Strategies Llc 2013 - 2014
  • Perferred Retirement Strategies Llc
    Member
    Perferred Retirement Strategies Llc 2013 - 2014
  • Preferred Financial Services, Inc
    President
    Preferred Financial Services, Inc Jan 1989 - Feb 2011
    Life & Health Insurance Agency specializing in Business Insurance & Estate Planning, Executive Compensation & Employee Benefits & Retirement Plans both Qualified and Non Qualified Plans. Account Receivable Financing for Professionals and Premium Financing for Wealthy Individuals
  • First Financial Resources
    Principal
    First Financial Resources Jan 2001 - Jan 2008
    Financial Advisor

Jeff Stevens Skills

Employee Benefits Estate Planning Insurance Disability Insurance Long Term Care Annuities Wealth Transfer Ira's Insurance Planning Retirement Planning Asset Protection Term Life Insurance Annuity 401k Charitable Giving Long Term Care Roth Ira Wealth Management Group Benefits Health Insurance Wealth Accumulation Asset Allocation Universal Life Financial Planning Wealth Preservation Whole Life Executive Compensation Fixed Annuities Succession Planning Pensions Investments Small Business Asset Management Underwriting Asset Life Settlements Brokers Tax Savings Retirement Income Strategies Retirement Wealth Executive Pay Iras Financial Planners Health Savings Accounts Strategic Financial Planning Personal Finance Long Term Care Insurance Estate Tax Planning

Jeff Stevens Education Details

Frequently Asked Questions about Jeff Stevens

What company does Jeff Stevens work for?

Jeff Stevens works for The Stevens Agency

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

Jeff Stevens's current role is Owner.

What is Jeff Stevens's email address?

Jeff Stevens's email address is jd****@****ine.net

What is Jeff Stevens's direct phone number?

Jeff Stevens's direct phone number is +120188*****

What schools did Jeff Stevens attend?

Jeff Stevens attended Rutgers University, Rutgers, The State University Of New Jersey-New Brunswick.

What are some of Jeff Stevens's interests?

Jeff Stevens has interest in Family, Children, Economic Empowerment, Education, Photography, Science And Technology, Arts And Culture, Traveling And Vacation With My Wife, Mlb, Health.

What skills is Jeff Stevens known for?

Jeff Stevens has skills like Employee Benefits, Estate Planning, Insurance, Disability Insurance, Long Term Care, Annuities, Wealth Transfer, Ira's, Insurance Planning, Retirement Planning, Asset Protection, Term Life Insurance.

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