Stevens Financial Group
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Stevens Financial Group - overview
Established
2004
Location
Macon, GA, US
Primary Industry
Financial Services
About
Stevens Financial Group specializes in financial consulting services, assisting clients in enhancing their financial literacy and optimizing their personal financial strategies through tailored consultations. Founded in 2004, Stevens Financial Group operates from Macon, US, providing financial consulting services. The firm has maintained its core focus on helping clients navigate their financial journeys without notable pivots or changes in operational strategy since its inception. Stevens Financial Group primarily offers financial consulting services designed to assist clients in understanding and optimizing their financial situations.
The company provides complimentary phone consultations, ongoing support, and annual financial check-ups, which include life insurance policy reviews. These services aim to address the diverse financial needs of individuals and families, helping them set and achieve personal financial goals through proactive management and strategic planning. The firm serves a broad client base, including both individual investors and families seeking to navigate financial complexities. Stevens Financial Group operates primarily in the United States, where it aims to educate clients on financial concepts and strategies to enhance their overall financial well-being.
Stevens Financial Group generates revenue through service-oriented transactions with its clients, primarily focusing on financial consultations and advisory services. The revenue structure may include direct-to-consumer models where clients engage in one-on-one consultations to establish financial strategies tailored to their needs. Clients may receive personalized financial plans, which could be further supplemented by annual check-ups that ensure clients remain on track with their financial goals. Pricing details for these services, including any flagship offerings, are structured to provide value while facilitating ongoing relationships with clients.
The firm emphasizes a commitment to transparency in its service offerings, contributing to the trust and satisfaction of its customer base.
Primary Industry
Financial Services
Sub Industries
Financial Services
Website
www.stevensfg.com
Verticals
FinTech
Total Amount Raised
Subscriber access only
Stevens Financial Group - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Trade Sale | Completed | TRAKAmerica, Inc. | - |
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