My name is Steve Shmatko. I grew up in Chicago, Illinois. After graduating from high school, I enlisted in the United States Air Force. During my enlistment, I was fortunate to travel all over the world, seeing places and experiencing cultures very few of us ever get the opportunity to do. During my enlistment, besides travel, I was able to complete my associates degree.
After 22 years of active duty service, I retired as a Master Sergeant. While in the Air Force, I worked part time for Primerica Financial Services where I gained experience in financial services. Upon my retirement, I went to work at DeVry University for three years as an educational advisor. In August 2003, I applied for and was hired by Edward Jones as a financial advisor. I have worked in my current location in Sun City since January 2005.
The community I serve in Sun City is known as "The City of Volunteers." I wanted to give back to my community, so I joined a local chapter of Lions. Lions are a service organization with an emphasis on sight and hearing. I have served with Lions since July 2004. I have held various leadership positions within Lions and am currently serving as secretary of my club.
I enjoy the work I do with my clients. Explaining complicated financial concepts in terms which clients can easily understand is vital and important.
Communication is a central component of the work I do. Being able to communicate face to face or electronically, whichever method serves you best, is what we will do. Service in practice and community is important to me.
Discovering what is important to you is important to me. Helping you achieve your financial goals for retirement or wealth transfer are a couple of areas I can help you with.
We will use an established process to build personalized strategies to help you achieve your goals.
We will partner together throughout your life to help keep you on track. In closing, I am a dad, grandfather and great grandpa.
I look forward to meeting you.
- Retirement Income Strategies
- Military Professionals & Veterans
- Portfolio Reviews
- Wealth Strategies
My Personal Interests
- Personal Fitness
- Community Outreach
Phone NumberSteve F Shmatko at (623) 977-1617
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 03:00PM|
|Sat||By Appointment Only|
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