"Working with Joe is a very comfortable experience with someone who is up on the market and always pleasant and helpful. Feel he is truly interested and concerned about me and my portfolio."

“We came to Joe Stephens because we wanted a qualified financial advisor who patiently works through the issues necessary to make our financial future his number one priority.”

"While considering the services of a financial advisor prior to retirement, and upon the recommendation of a savvy businessman coworker of my wife, we chose to meet with Joe Stephens. From day one my wife and I felt like we just met a brand new family member, and a really smart one at that. He gathered all our information, asked plenty of questions concerning our goals for retirement and went straight to work on our portfolio. Within a few days we had a solid plan forward and the confidence that I would retire at the end of the year. Joe has kept us informed with changes in the economy, the market, and makes adjustments as our needs change. Joe has even catered his services to the rest of my family. That first meeting was twelve years ago and we have only grown more assured that we made the right choice in meeting with Joe Stephens of Stephens Financial Services."