STEPHENS' FINANCIAL SERVICES, INC.
LUTZ, FLORIDA

Dedicated to helping clients achieve their financial goals. Our Company Joseph P. Stephens is a Certified Financial Planner™ professional located in the Algiers area of New Orleans. His company, Stephens Financial Services, which he started in 2007, is an affiliate of the New Orleans based securities firm Dorsey & Company, which has been serving the needs of multiple generations of Gulf South investors since 1959. For over 17 years Joe has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Joe has dedicated his career to delivering the personalized investment planning services his clients deserve. “Helping people one at a time to achieve their financial goals provides great satisfaction in my profession. I am zealous about educating my clients and enjoy the responsibility of caring for them over the years. The client always comes first.” Dedicated to helping clients achieve their financial goals. At Stephens Financial Services, our clients include small business owners, professionals, young families, couples nearing retirement and retirees. They have a vision of what they hope to achieve in life. They do not have time to manage the daily details of their finances but have clear ideas of how that management should be conducted. They intelligently seek and accept advice, ask questions, listen and make suggestions. Stephens Financial Services aims to assist our clients in attaining capital preservation, financial growth, and a prosperous future. Whether you are early in your career, newly married, buying your first home, running a small business, starting a family, saving for your children’s education, or need help managing your finances, we can walk you through the stages of the financial planning process and help you take the right steps to better manage your finances and build your nest egg for the future. “Helping people one at a time to achieve their financial goals provides great satisfaction in my profession. I am zealous about educating my clients and enjoy the responsibility of caring for them over the years. The client always comes first.” As your Financial Advisor, I can help you stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments and regular feedback on your progress. Your needs and goals will change over time. That’s why as your Financial Planner, I will be there to provide ongoing advice – along with the exceptional service you deserve – through the ups and downs of markets and economic cycles. How can we help you with For over 17 years Joe has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Joe has dedicated his career to delivering the personalized investment planning services his clients deserved. In 2007 he started Stephens Financial Services and is now affiliated with Dorsey & Company Inc. a local investment firm. Joe earned the CFP certification by completing the College for Financial Planning curriculum, passing a rigorous examination and meeting stringent experience requirements. Stephens Financial Services is affiliated with Dorsey & Company Inc. as its broker dealer. Dedicated to helping clients achieve their financial goals. Our Affiliate, Dorsey & Company Stephens Financial Services is affiliated with Dorsey & Company, Inc. as our broker dealer. Dorsey & Company is a New Orleans based securities firm, which since its founding in 1959 has been serving the needs of multiple generations of Gulf South investors. Locally owned and operated, the firm was founded by George P. Dorsey, whose son Philip J. Dorsey, serves as president today. This local firm combines the capabilities of a large national firm with the best practices of a smaller esteemed firm. Dorsey & Company is dually registered as both a broker-dealer and an investment adviser registered with the Securities and Exchange Commission and various states. They are a member of FINRA (Financial Industry Regulatory Authority) and SIPC (Securities Investor Protection Corporation). Perhaps you can return back to Stephens Financial Services homepage and see if you can find what you are looking for. Welcome to Stephens Financial Services At Stephens Financial Services, we provide first-rate, client-focused, wealth management strategies with our clients’ goals and objectives being our top priority. Our goal is to help our clients with their financial concerns and develop sound strategies by focusing on each individual’s specific needs. If you are a prospective client and would like more information about our company, please call or e-mail our office, or fill in the form, and we will send you an information packet.