Scott Stevens Chfc®, Aep®, Ricp®

Scott Stevens Chfc®, Aep®, Ricp® Email and Phone Number

President | Financial Planner at Eastgate Financial Group @ Eastgate Financial Group, Inc
syracuse, new york, united states
Scott Stevens Chfc®, Aep®, Ricp®'s Location
Charlotte Metro, United States
About Scott Stevens Chfc®, Aep®, Ricp®

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.

Scott Stevens Chfc®, Aep®, Ricp®'s Current Company Details
Eastgate Financial Group, Inc

Eastgate Financial Group, Inc

View
President | Financial Planner at Eastgate Financial Group
syracuse, new york, united states
Employees:
2
Scott Stevens Chfc®, Aep®, Ricp® Work Experience Details
  • Eastgate Financial Group, Inc
    President And Financial Planner
    Eastgate Financial Group, Inc Nov 2015 - Present
    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… 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
  • Mutual Of Omaha
    District Manager
    Mutual Of Omaha Apr 2012 - Nov 2015
    Syracuse, New York Area
  • Mutual Of Omaha
    Financial Advisor
    Mutual Of Omaha Mar 2006 - Nov 2015
    Syracuse, 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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.