Guiding You from Success to Legacy

May 12, 2012, at the recommendation of a friend, I switched my investment portfolio to Mr. Stevens and have been most pleased with my results, even during market downturns. David is a trustworthy Christian, an astute businessman of integrity, and not just a business“partner”but a family friend. It has been a pleasure working with David and I highly recommend him.

Ten years ago, I was faced with the need to select a new financial advisor - David was the clear choice. He is an excellent listener, truly works to understand your needs and then presents options that best fit your investing comfort zone. I have recommended David to many family members and friends and all have chosen to work with him.

I've been with David Stevens and the team at Stevens Capital Partners for several years now, and I couldn't be happier with the service they provide. Their customer support is excellent and always responsive to my needs. Plus, their investment options have helped me grow my wealth significantly over the years.

David and the whole staff are super welcoming, professional and accommodating. David is very patient and caring, he keeps in constant contact with us, informs us of all our transactions within our portfolio. David and the whole staff are knowledgeable, personable, and amazing. David looks after our best interest, not his. He has a great personality and sense of humor. He is on the ball immediately and gets the job done.

He is very thorough and he explains things very well whether it be in person or on the phone.

David Stevens has been a valuable source of advice and guidance for my personal finances for more than 8 years . I highly recommend David to anyone in need of an adviser. He provides unsurpassed commitment, knowledge and advice with integrity that sets him apart from others in the industry. He is also always willing to meet at your convenience.

I have been a client of David’s for many years now, and I can confidently say that they have helped me build a strong and diverse financial portfolio that continues to grow, even in the most volatile markets. I am incredibly happy with the level of professionalism and customer service that I always receive from their team.

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As someone who is looking to build generational wealth, it's important to me that I have a financial advisor who I trust and who has my best interests in mind. Stevens Capital Partners has always demonstrated their expertise and knowledge in the financial industry, and I have complete faith in their ability to guide me towards my financial goals.

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I highly recommend Stevens Capital Partners to anyone who is looking for a trustworthy and reliable financial advisor. They have truly exceeded my expectations and I am grateful for their ongoing support and guidance.

David Stevens has been our Retirement Advisor for over 11 years.  We started our relationship entrusting our assets to see how his strategies could help our situation. This was during very turbulent economic times and our current advisor was providing less than stellar results.  We were impressed and throughout the years we were able to see his outstanding communication skills. He's worked with us to determine exactly what our important goals were, while demonstrating his ethical business acumen - something we felt was lacking in previous advisors.  He even came to a retirement celebration for us because he/his firm were instrumental in us achieving our retirement 2 years early.

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We have NOT regretted our decision for even a second.  It's not easy to   find a person/firm that you can Trust with your LIFE, when you do, hang on to them with all your might.

David has always been professional, thoughtful, forthright, and proactive in working with me to plan my financial future. I consider David more than my financial advisor. He is a friend. And I am confident that he always has my best interests in mind.

My experience working with Stevens Capital Partners has been ABSOLUTELY exceptional and has exceeded my expectations for securing my legacy and my family’s future. David is outstanding, responsive, intentional, attentive and informative in educating me even through a volatile market. He has strategically crafted and implemented a plan for our family, and I have confidence that our financial future is secure because of the wisdom and integrity of that David and his team possess.

We were impressed by David in our first meeting 9 years ago and appreciate how he continues to diligently serve us. David sets an exemplary standard of providing client service by taking the time to get to know us and listen to us in order to find ways to assist us with our financial goals. David helps us feel valued whenever we reach out to him. David takes the necessary time to meet with us on a regular basis to assist us with our financial planning. When we meet with David, we feel valued, heard, and like we are his most important clients. We have recommended a family member to David, who is now one of his clients, and will continue to recommend him to anyone we know in need of wealth management or financial planning services.