Shawn Stevens, Financial Advisor

FINANCIAL ADVISOR
Shawn M Stevens

CFP®, AAMS™
505 E Ireland Road Suite 1, South Bend, IN 46614opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Community Outreach
  • Basketball
  • Real Estate

Team Members

  • Lisa Owen
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(574) 299-1287

Fax

(877) 363-0878

Office Address

505 E Ireland Road Suite 1
South Bend, IN 46614opens in a new window

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