STEPHENS' FINANCIAL SERVICES, INC.
LUTZ, FLORIDA

Stephens' Financial Services, Inc., founded in October 2007 by Joseph P. Stephens, is a financial advisory firm located in Lutz, FL. As a certified financial planner™ professional and an affiliate of Dorsey & Company—a New Orleans-based securities firm known since 1959 for serving Gulf South investors—Stein's company emphasizes personalized investment planning services tailored to individual client needs. Operating as a Florida domestic professional corporation, Stephens' Financial Services caters to diverse groups including small business owners, professionals, young families, retirees, and couples nearing retirement. The firm provides comprehensive financial strategies aiming at capital preservation, financial growth, and securing prosperous futures for its clients. They assist in navigating the complexities of the financial planning process whether for buying a home, managing businesses, or preparing for retirement. With over 17 years of experience and an ongoing commitment to client education and care, Joseph P. Stephens has established a reputation for prioritizing his clients' goals through in-depth analysis and regular feedback on their investment progress. His affiliation with Dorsey & Company ensures access to extensive resources and market insights, supported by SEC and FINRA registrations. Headquartered at PO BOX 47734, TAMPA, FL, the firm can be reached at (504) 362-5570 as well as through its website, stephensfinancialservices.com. With a registered Filed Number of P14000083469, Stephens' Financial Services continues to adhere to professional standards and client-focused objectives.