Stephen Williams
Financial Consultant ~ Fidelity Investments
- Role
- Financial Consultant at Fidelity Investments
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
About Stephen Williams
Are you doing the right thing when it comes to saving for retirement and retiring on your schedule? Do you have enough income to retire? Will you out live your money in retirement? You’ve worked hard for what you have, and you deserve to enjoy it now and have peace of mind about the future. I have a relationship-centric approach with my clients and a holistic discovery process to have a clear picture of their vision, financial goals and risk tolerance. My practice is focused in West Michigan, where I live with my family. Whether at work or home, I love to help others and give back through various volunteer efforts. Helping clients achieve financial freedom is my greatest passion. I 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. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and 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. Neither Peak Financial, LLC nor 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. Peak Financial,LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all Bridge St NW Suite 600 Grand Rapids, MI 49••••••••00Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Experience
Financial Consultant
Aug 2022 — Present · Grand Rapids, MI, US
Education
Grand Valley State University
Bachelor's, Finance
2010 — 2012
Fr. Gabriel Richard
High School Diploma, General Studies
1999 — 2001
Western Michigan University - Haworth College of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
2015 — 2018
Oakland Community College
ABA, Business, Economics,
2003 — 2009
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