Stephen B. Vanesko
Owner & Partner at blu door Financial
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Kingston, PA, US
- LinkedIn followers
- 500 followers
About Stephen B. Vanesko
Most people find financial planning confusing, intimidating, & downright scary. Here @ Blu Door Financial we strive to take away all the confusion and educate our clients, so they can make informed decisions about their financial future. We have a three-step approach similar to building a home; 1st— Design; We start by finding out what’s important to you & create a list of priorities. 2nd— Plan; Our team will collaborate to design a plan that fits you & your budget. 3rd— Build; After choosing a plan we will help you implement it, by providing all the necessary resources & professionals to make it a successI offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 340 Market Street, Kingston, PA 18704Phone: 57••••••76Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.
Experience
Financial Services Professional
Feb 2016 — Present
Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Education
Bishop Hoban High School
High School
1986
Luzerne County Community College
Architectural Engineering
1999
Skills
- Personal Finance
- Life Insurance Strategies
- Creative Problem Solving
- Customer Relations
- Microsoft Excel
- Gifting Strategies
- Autocad
- Landscape Architecture
- Key Person Protection
- Microsoft Office
- Sales
- Succession Planning
- Business Development
- Wealth Preservation Planning
- Microsoft Word
- New Business Development
- Problem Solving
- Business Planning
- Account Management
- Adobe Creative Suite
- Asset Protection
- Business Succession Planning
- Legacy Conversion
- Customer Service
- Legacy Giving
- Networking
- Lean Manufacturing Process
- Retirement Planning
- Supplements to Employee Benefits
- Quickbooks
- Business Strategy
- 401(K) Rollovers
- Buy-Sell Agreements
- Strategic Planning
- Lifetime Income Strategies
- Estate Planning
- Management
- Irrevocable Life Insurance Trusts
- Architectural Design
- Technical Support
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