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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.
8194 Liberty Way, West Chester, OH, 45069, United StatesGet directions
|Mon||8:00 a.m. to 5:30 p.m.|
|Tue||8:00 a.m. to 5:30 p.m.|
|Wed||8:00 a.m. to 5:30 p.m.|
|Thu||8:00 a.m. to 5:30 p.m.|
|Fri||8:00 a.m. to 5:30 p.m.|
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.
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
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.
Great experience. Loved the followup and willingness to explain the details prior to closing the deal. Loved the customer service.
My family & I have been working with Steven's for over a year, beyond happy with service.
Stevens Investment Group, Inc. has a 4.8 star rating with 12 reviews.
Stevens Investment Group, Inc. is closed now. It will open tomorrow at 8:00 a.m.