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Jeb Stephen
Principal And Financial Planner at Skylight Financial
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Work Experience
Principal And Financial Planner
Jun 2017 - Present · 7 years and 6 months
Lighthouse Wealth Solutions
Managing Sales Director And Financial Planner
Jul 2016 - Jun 2017 · 11 months
MetLife Premier Client Group of Ohio
Managing Sales Director And Financial Planner
Feb 2016 - Jul 2016 · 5 months
Company Details
201-500 Employees
At Skylight Financial Group, our vision for what financial planning should look like is new, exciting and personal. Everything we do is about you. By making it personal, our financial planning process firmly focuses on what matters to you, your family or your business and helps you achieve the life you deserve. Located in Cleveland, and with district offices in Columbus, Cincinnati and Toledo, Skylight Financial Group provides personal financial planning and has a team of specialists that serves the special needs, business and LGBT communities. Commitment to our Community We are committed to making a difference in people’s lives and leaving a positive impact on the communities we serve. Our agency supports various causes, including arts and culture, sports, business, special needs and the LGBT community. Our financial professionals also work to enrich their communities by volunteering at a diverse range of non-profit and charitable organizations.
Year Founded
2010
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Long Term Care
HQ Location
2012 W25th Suite 900 Cleveland, OH 44113, US
Keywords
Comprehensive Financial PlanningSpecial Needs PlanningLGBT PlanningBusiness Private Client GroupRetirement Income GroupCorporate Educatio
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