Scott Stevens Chfc®, Aep®, Ricp® Email and Phone Number
At Eastgate financial group, we’ve developed and refined a process that is dedicated to putting together all the pieces of your financial puzzle. The Ecosystem FORMula® was born out of the realization that our financial lives are more complex and interconnected than ever before. Like the intricacies of our natural ecosystems, so is your financial life with a web of varying components such as wealth management, risk management, income and tax planning, and estate planning. Our process is designed to continually adjust and monitor your critical life and financial events to keep your plan on track. Securities offered through LPL Financial, member FINRA/SIPC. (For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above.)Investment advice offered through Private Advisor Group, a registered investment advisor.Private Advisor Group and Eastgate Financial Group, Inc. are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business please visit our website in the "Contact Info" section above.RICP conferred by The American College.
Eastgate Financial Group, Inc
View- Website:
- eastgatefinancial.com
- Employees:
- 2
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President And Financial PlannerEastgate Financial Group, Inc Nov 2015 - PresentAs President and Financial Planner, Scott specializes in helping clients bring all pieces of their financial lives together. He works at the executive level to set wealth management strategy, provide advice and guidance, and design strategies based on client goals. He believes in thorough financial education and works to help clients gain clarity in all aspects of their financial lives, so they are better able to pursue their goals. Securities offered through LPL Financial, member… Show more As President and Financial Planner, Scott specializes in helping clients bring all pieces of their financial lives together. He works at the executive level to set wealth management strategy, provide advice and guidance, and design strategies based on client goals. He believes in thorough financial education and works to help clients gain clarity in all aspects of their financial lives, so they are better able to pursue their goals. Securities offered through LPL Financial, member FINRA/SIPC. (For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above.)Investment advice offered through Private Advisor Group, a Registered Investment Advisor.Private Advisor Group and Eastgate Financial Group, Inc. are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: NY, NJ, SC.RICP conferred by The American College. Show less -
District ManagerMutual Of Omaha Apr 2012 - Nov 2015Syracuse, New York Area -
Financial AdvisorMutual Of Omaha Mar 2006 - Nov 2015Syracuse, Ny
Scott Stevens Chfc®, Aep®, Ricp® Education Details
Frequently Asked Questions about Scott Stevens Chfc®, Aep®, Ricp®
What company does Scott Stevens Chfc®, Aep®, Ricp® work for?
Scott Stevens Chfc®, Aep®, Ricp® works for Eastgate Financial Group, Inc
What is Scott Stevens Chfc®, Aep®, Ricp®'s role at the current company?
Scott Stevens Chfc®, Aep®, Ricp®'s current role is President | Financial Planner at Eastgate Financial Group.
What schools did Scott Stevens Chfc®, Aep®, Ricp® attend?
Scott Stevens Chfc®, Aep®, Ricp® attended The American College Of Financial Services.
Who are Scott Stevens Chfc®, Aep®, Ricp®'s colleagues?
Scott Stevens Chfc®, Aep®, Ricp®'s colleagues are Amanda Roff.
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