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Stephen Mathews
Registered Representative 921 Chatham Lane
Phone: (614)442-4669 BUSINESS PHILOSOPHY My goal is to develop and maintain a professional business atmosphere in our agency, with a focus on high ethical standards. As a Managing Associate, I am responsible for recruiting professional sales personnel for the agency, and to develop marketing plans to help these representatives reach their career goals. Our agency strives to provide excellent service, specially focused on quality customer contact. We are focused on becoming a lifetime resource for each and every client.
PRODUCTS AND SERVICES § Fixed Annuities § Variable Annuities § Charitable Giving Strategies § Disability Income Insurance § Estate Conservation Strategies § Education Funding Strategies § IRA Consolidation/Rollovers § Long-Term Care Insurance § Mortgage Protection (through life insurance and disability income insurance) § Medicare Supplement Coverage § Pension Payout Alternatives § Pension Transfer/Rollovers § Mutual Funds § Tax Sheltered Annuities, 403(b) Plans § Term Insurance § Universal Life Insurance § Variable Universal Life Insurance § Whole Life Insurance QUALIFICATIONS § Licensed to sell Life & Health Insurance in AZ, FL, IN, MI, OH § Registered to offer securities products in CA, IL, IN, OH, PA PERSONAL
§ Family: Wife Colleen, and 3 Children- Emma, Conner, and Sophie § Education: Miami University, BS in Finance ORGANIZATIONS § Member of St. Brigid of Kildare Church  About Us
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New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities. Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor. |
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