Stephen Yates

As a Financial Services Professional, my goal is to assist individuals and families in pursuing their financial goals through personalized, goal-driven strategies. I aim to provide a comprehensive assessment of each client’s situation to identify objectives, evaluate gaps, and develop tailored solutions to help address their long-term needs.
By understanding each client’s priorities and collaborating with a network of experienced professionals, I help clients evaluate options related to their insurance and financial protection needs. My approach is grounded in professionalism, knowledge, and a commitment to helping clients make informed decisions.

I am a native of upstate New York and a graduate of the University at Buffalo. I value strong relationships and community engagement. I strive to serve as a trusted, lifelong resource for every client I have the privilege to work with.

I am licensed to sell insurance in New York State.