"Real Advisors" in a "Real Community"

 

 

 

 

 

“Obviously technology is re-creating how business is done in our industry,” says, Mark Stevens, Principal. “Now, when a prospective client engages us through our website, it is important they know we service our community as “real advisors.” We are not some corporate entity with a web or transmission hub primarily established to look “local” to the searching public."

 

   

Your online advisor

Since e-commerce is changing the way people investigate, negotiate, and purchase financial products and services, you should know our office is capable of assisting you while you search online.

 

But, as a prospective client of Mark Stevens Financial LLC, it is still important that the buyer know:

 

…You eventually should consider engaging the services of a “Real Advisor”, who lives and serves in a “real community”…

 

Mark Stevens Financial LLC has served the Town of Orchard Park, NY (a small Western New York suburb of Buffalo – and home of the Buffalo Bills) since 1985.

 

Town of Orchard Park

Municipal Buildings

"Click to access website"



Mark Stevens, the group’s Principal, has offered his experience and financial guidance to various community and charitable groups over the years. Currently, Mark is serving on both the Board of Directors, and chairs the investment committee for the Western New York chapter of The Alzheimer’s Association.



 

"Click on Logo to access website"

Mark also was asked to serve on the Orchard Park, NY Library Board just prior to the World Trade Center bombing and later held the President’s title during Erie County’s financial crisis called, “The Red Budget, Green Budget.” Many tough decisions, both financially and managerially, were made during that period, testing Mark’s financial knowledge to its fullest. Mark still serves on the Library board as Trustee.

 

Orchard Park Library

"Click Picture to access website"

We encourage you to call or e-mail these groups Mark serves, so you too will see a "real" advisor does serve "real" people.

In person, by phone and online

 

 If you look at the bottom of this webpage text you will see Mark serves clients in Florida, Georgia, Indiana, Michigan, New York, Ohio, Pennsylvania, and South Carolina.

 

You should know, many of the clients Mark serves, have only been seen personally every few years; but rest assured, professional service is not compromised due to these distances.

 

By utilizing both phone, mail, and web based services, your “virtual” service will be as good as any in-person review. Why not consider a quick review now.

 

1.     E-mail your question or concern through our website. (See “Our Location” tab)

 

2.     We will contact you based on the method of contact you wish.

 

3.     Once we establish the services you may need through a question and answer analysis, a frank appraisal will be offered as to how we may help you. At this time we will discuss all fees and possible commissions involved. Then;

 

4.     An analysis of your situation is conducted by reviewing investment statements and other information you provide (there is no fee for this service).

 

5.     Mr. Stevens assistant will set-up a phone or in   person appointment. 

 

6.     A decision as to client engagement will be discussed   (all discussion of fees, commissions, service platforms and benefits are reviewed). 

 

7.     Thereafter, annual reviews will be set-up to monitor, enhance or change the services as needed. 

                                                                                             Ashley Fisher

                                                                                            Associates in Administrative Assisting

 

 

“We strive to instill financial confidence with the help of dedicated professionals who act independently to protect your interests. I invite you to tour our Broker Dealer, Financial Securities Corporation (FSC) website to see the depth of our services, and best of luck with your search.”

 

"Click Logo to access website"

 

Mark Stevens

Principal

 

 

 *The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck