Colleen Stevens Email & Phone Number
Financial Adviser @ Eagle Strategies, LLC
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Colleen Stevens Location
- Spokane, WA, US
Colleen Stevens Work
- Financial Adviser @ (September 1994 - Present)
- Agent @ (September 1985 - Present)
- Financial Services Professional @ (September 1985 - Present)
- Financial Adviser @ Colleen M Stevens Financial Services (January 1985 - Present)
Colleen Stevens Education
- The American College
Life Underwriter Training Council Fellow
- The American College
Chartered Financial Consultant
- Ferris High School
- The American College
Chartered Life Consultant
- Washington State University
Bachelor's degree
Colleen Stevens Skills
- Estate Planning
- Business Continuity Planning
- Fixed Annuities
- Wealth Preservation Planning
- Retirement Income Strategies
- Insurance
- Retirement Planning
- Annuities
- IRAs
- Investments
- Roth IRA
- Financial Services
- Life Insurance
- College Savings Plans
- Long Term Care
- Disability Insurance
- Long Term Care Insurance
- 401k Rollovers
- Retirement
- Annuity Sales
- 529 Plans
Colleen Stevens Summary
- Colleen Stevens, based in Spokane, WA, US, is currently a Financial Adviser at Eagle Strategies, LLC. Colleen Stevens brings experience from previous roles at New York Life Insurance Company, NYLIFE Securities LLC and Colleen M Stevens Financial Services. Colleen Stevens holds a Life Underwriter Training Council Fellow @ The American College. With a robust skill set that includes Estate Planning, Business Continuity Planning, Fixed Annuities, Wealth Preservation Planning, Retirement Income Strategies and more. Colleen Stevens has 4 emails and 2 mobile phone numbers on RocketReach.
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