Stevens Financial

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Stevens Financial Group designs a range of customized financial strategies for clients. It has more than 9,000 clients in Dallas and Fort Worth. The locally owned company also offers Estate Planning, Business Succession, and retirement and investment strategy services. Stevens Financial Group has over 60 financial services representatives throughout North Texas. In addition, it has partnerships with regional accounting firms, financial institutions and banks. The company provides risk and wealth management solutions. Stevens Financial Group offers financial planning advisory services for business owners, corporate executives and professionals. It also organizes educational workshops and community events. The company is a member of the MassMutual Financial Group.