Stephen Mathieu's Location
Boston, Massachusetts, United States
Stephen Mathieu's Work
- Managing Member @ LFS Tax Group, LLC
- President, Founder @ Legacy Financial Solutions, Inc. -- Registered Investment Advisor, Life Insura
Stephen Mathieu's Education
- University of Massachusetts Amherst
B.B.A (Accounting)
1975 - 1979 - The American College
CLU, ChFC & RHU (Investments, Life Insurance, Annuities, Health Insurance and Long Term Care Insurance)
1985 - 1994 - The American College of Financial Services
Stephen Mathieu's Skills
- Retirement
- Strategic Financial Planning
- Insurance
- Estate Planning
- Retirement Planning
- Investments
- Leadership
- Financial Planning
- Financial Services
- Finance
Stephen Mathieu's Summary
Stephen Mathieu, based in Boston, Massachusetts, United States, is currently a Managing Member at LFS Tax Group, LLC, bringing experience from previous roles at Legacy Financial Solutions, Inc. -- Registered Investment Advisor, Life Insura. Stephen Mathieu holds a 1975 - 1979 B.B.A in Accounting @ University of Massachusetts Amherst. With a robust skill set that includes Retirement, Strategic Financial Planning, Insurance, Estate Planning, Retirement Planning and more, Stephen Mathieu contributes valuable insights to the industry. Stephen Mathieu has 1 email on RocketReach.
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