Susan Stephens

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Susan Stephens is a financial consultant based in Fort Lauderdale, Florida, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with tailored investment and insurance strategies through a holistic planning approach. Susan employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. Her practice primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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