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Our Vision

Ensuring the legacies of small businesses live on.

Value Estimate
Not for sale

Portfolio Management And Investment Advice in Flint, Michigan

Stephens Wealth Management Group, Inc.

Baton Estimate

$3.8M

Estimate withheld

Est. Revenue

Estimate withheld

Est. Cash Flow

12

Employees

About this business

Stephens Wealth Management Group, Inc. is a wealth management and investment advisory firm in Flint, Michigan. The company helps clients preserve wealth, manage financial risks, identify tax savings opportunities, and plan for legacy and wealth transfer. Its team of wealth advisors works with clients to create financial plans aligned with their goals and address financial blind spots.

There are 3,100 qualified buyers currently in our network actively seeking businesses like this*

*Current number of buyers on Baton looking for businesses within this location, industry, cashflow and revenue.

How this business ranks

Ranked within its competitive set — the local and regional portfolio management and investment advice businesses it competes with. Rankings are based on Baton's revenue and cash-flow estimates for this business.

Overall rank in its competitive set

#36

of 49 businesses

Across its local and regional competition in portfolio management and investment advice , scored on revenue and reputation.

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