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Stevens Investment Group, Inc.

  • Investment Service
  • West Chester, OH
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About this business

FinanceInvestment Service

Intention, not luck: that’s the SIG approach. It guides everything we do, and allows us to offer services that are aligned with our mission as an independent financial planning firm. Each of our offerings is centered on three guiding principles: educate, empower, and elevate. 

Location details

8194 Liberty Way, West Chester, OH, 45069, United States

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Mon8:00 a.m. to 5:30 p.m.
Tue8:00 a.m. to 5:30 p.m.
Wed8:00 a.m. to 5:30 p.m.
Thu8:00 a.m. to 5:30 p.m.
Fri8:00 a.m. to 5:30 p.m.
4.812 reviews
Adam Gilreath's profile image
Adam Gilreath 
3 years ago

Wealth advisor Mark Howie is very knowledgeable and professional. He reaches out on a timely basis so we can review my portfolio together throughout each year. I trust him because he has given investment advice that ended up not being of benefit to him. I believe he truly cares about what's best for his clients, not his wallet. He also invests his own money in the same funds he recommends to his clients. 

TriState SEO Solutions's profile image
TriState SEO Solutions 
3 years ago

In my opinion, being late and not letting someone know if incredibly rude. I was scheduled to have a meeting with one of their staff at 3:00 via Zoom. Changed up my whole day and hurried home to be on time because I believe that being late is incredibly rude to the other person. I emailed and called and told that the person I was supposed to speak with was on a call that was running long and I told them I wasn't interested in working with them any longer. The person I was supposed to have the meeting with called back and... read more

d4d's profile image
4 years ago

I found Stevens Investment Group through the Dave Ramsey website. I met with Mark Howie at the West Chester office. The entire staff was fantastic a friendly. Mark was extremely helpful. Dave Ramsey talks about "the heart of a teacher" and that's exactly what I found at S.I.G. I learned more in an hour talking to Mark than I have learned in 30 odd years reading and browsing the Web on my own. Highly recommend. Thanks Mark. 

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Belinda Goodwin 
3 years ago

Great experience. Loved the followup and willingness to explain the details prior to closing the deal. Loved the customer service. 

Jane's profile image
6 years ago

My family & I have been working with Steven's for over a year, beyond happy with service. 

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Frequently asked questions about Stevens Investment Group, Inc.

How is Stevens Investment Group, Inc. rated?

Stevens Investment Group, Inc. has a 4.8 star rating with 12 reviews. 

When is Stevens Investment Group, Inc. open?

Stevens Investment Group, Inc. is closed now. It will open tomorrow at 8:00 a.m.