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Jack Stevens

Financial Advisor

Phone: (315) 671-4390

Jack Stevens has been in practice for over 15 years and is passionate about helping others pursue their financial goals. He received his Bachelor of Arts degree in Economics from the University of Colorado at Boulder, and his Certified Family Business Specialist (CFBS) designation from the American College. He is an Investment Advisory Representative of MML Investors Services, LLC, and he primarily concentrates his practice on comprehensive financial and estate planning, along with strategy for privately held businesses and individual clients. Before Jack came to MassMutual, he was a Commercial Real Estate Broker. Jack helped individuals select income properties to meet their investment goals, and frequently witnessed the impediments their financial situations created. Jack transitioned into his current role where he has been since 2008, and he has loved every day. 

Jack educates and guides individuals to make sound financial decisions. His pragmatic approach helps people and business owners align their finances with their goals and dreams. Whether helping business start-ups to grow, or guiding clients through investment strategies, it’s exciting for Jack to help his clients find continuity between their finances and personal lives. It’s even more exciting for him to witness the resulting fulfillment of his clients’ largest dreams. 

Jack has been involved with several boards, charities, and committees, the most current being the Cazenovia Preservation Foundation. Jack resides in Cazenovia and stays busy with his wife and two sons downhill skiing, hiking, biking and traveling. 

Focus Areas 

● Comprehensive Financial Planning and Oversight
● Risk Management and Investment Planning
● Estate Planning
● Business Planning
● Budget Analysis and Tracking
● Debt Consolidation and Cancellation