Broker Check

8194 Liberty Way West Chester, OH 45069

513.755.7536
john@choosesig.com
LPL Account View
Stevens Investment Group, Inc. Home
  • Home
  • About 
    • Our Mission
    • Meet The Team
    • How We Help
    • Products & Services
    • LPL Financial
  • SmartVestor Pro
  • Learning Center 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
    • Useful Links
  • Tools 
    • Glossary
    • Tax Resources
    • Free Ebook
    • Calculators
  • Contact
John Stevens, M.S. Ed, PPC

John Stevens, M.S. Ed, PPC

Owner & Wealth Advisor

513.755.7536

513.755.7537

John@chooseSIG.com

John is the owner of Stevens Investment Group, Inc. in West Chester, OH.  John has over 22 years of experience in the field of wealth building, retirement planning and estate planning. John has worked diligently to help others obtain prudent financial wealth building skills while advocating debt reduction strategies. John has been a *SmartVestor Pro for Dave Ramsey since 2007.

He is a graduate of Wright State University and received his M.S. ED from the University of Dayton. He currently holds State of Ohio Life and Health insurance and Property and Casualty insurance licenses, FINRA Series 7, 24, 52, 63 & 65 registrations with LPL Financial and a PPC designation.

John is a member of Four Corners Church and C12 (peer advisory group).  He also sponsors many professional development workshops on financial wealth building.  John has been married to his wife Jodi, since 2004.  They have a daughter, Alexis, and twin boys, Luke and Joel.

* The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Stevens Investment Group, Inc. or LPL Financial.

Contact

Office: 513.755.7536

Office: 513-755-0200

Fax: 513.755.7537

8194 Liberty Way

West Chester, OH 45069

john@choosesig.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OH