Stephen Mathieu Email & Phone Number
President, Founder
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Stephen Mathieu Location
- Boston, MA, US
Stephen Mathieu Work
- 2017 -now Managing Member @ LFS Tax Group, LLC
- 1990 -now President, Founder @ Legacy Financial Solutions, Inc. -- Registered Investment Advisor, Life Insura
Stephen Mathieu Education
- The American College
CLU (ChFC & RHU, Society of Financial Service Professionals (SFSP), Million Dollar Round Table (MDRT))
1985-1994 - University of Massachusetts Amherst
B.B.A (Dormitory Resident Assistant Director of Intramural Basketball Officiating)
1975-1979 - The American College of Financial Services
Stephen Mathieu Skills
- Retirement
- Strategic Financial Planning
- Insurance
- Estate Planning
- Retirement Planning
- Investments
- Leadership
- Tax Planning
- Financial Services
- Financial Planners
- Management
- Small Business
- Wealth Management
- Financial Advisory
- Fixed Annuities
- IRAs
- Mutual Funds
- Financial Analysis
- 401k
- Life Insurance
- Roth IRA
- Budgets
- Investment Advisory
- Long-term Care
- Term Life Insurance
- Whole Life
- Asset Allocation
- Accounting
- Investment Strategies
- Disability Insurance
- Wealth Accumulation
- Securities
- High Net Worth Individuals
- Personal Financial Planning
- Asset Managment
- Pensions
- Wealth Management Services
- 401k Rollovers
- Universal Life
- Asset Management
- Personal Finance
- Long Term Care Insurance
- Estate Tax Planning
- Personal Tax Planning
- Financial Planning
- Strategic Planning
- Finance
- Public Speaking
- Marketing
- Team Building
Stephen Mathieu Summary
- Stephen Mathieu, based in Boston, MA, US, is currently a President, Founder at Legacy Financial Solutions, Inc. -- Registered Investment Advisor, Life Insura. Stephen Mathieu brings experience from previous roles at LFS Tax Group, LLC. Stephen Mathieu holds a 1985 - 1994 CLU in ChFC & RHU, Society of Financial Service Professionals (SFSP), Million Dollar Round Table (MDRT) @ The American College. With a robust skill set that includes Retirement, Strategic Financial Planning, Insurance, Estate Planning, Retirement Planning and more. Stephen Mathieu has 1 emails and 1 mobile phone numbers on RocketReach.
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