Tim Stephan
Financial Advisor
My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business
- 1575 Corporate Woods Pkwy, Ste 280, Uniontown, Ohio, 44685
- Phone Number 330-475-0491
- Email Address timothy.stephan@prudential.com
Tim Stephan
Financial Advisor
For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
About Tim
About Tim
No two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!
I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!
Solutions
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
The Prudential Difference
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- Variable Annuities: AZ, CA, CO, FL, GA, IN, MA, MD, MI, MN, NC, NY, OH, PA, SC, TN, TX
- Securities License: AR, AZ, CA, FL, GA, MA, MD, MN, MO, NC, NV, NY, OH, PA, SC, TN, TX
- Variable Life Insurance: AZ, CO, FL, GA, IN, MA, MD, MI, NC, NY, OH, PA, SC, TN( CA License #0K70517)( MN License #40173156)( TX License #2170018)
- Fixed Annuities: AZ, CO, FL, GA, IN, MA, MD, MI, NC, NY, OH, PA, SC, TN( CA License #0K70517)( MN License #40173156)( TX License #2170018)
- Life Insurance: AZ, CO, FL, GA, IN, MA, MD, MI, NC, NY, OH, PA, SC, TN( CA License #0K70517)( MN License #40173156)( TX License #2170018)
Tim Stephan is associated with the Mid America Financial Group Office, 4349 Easton Way, Suite 100, Columbus, OH, 43219-6138, Managing Director: John Begley, Phone: 614-472-2707. Tim Stephan offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Tim Stephan offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. My compensation may be based on a combination of fees and commissions. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window. For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
Check the background of this investment professional on FINRA’s BrokerCheck.