Steven Shuman
As a insurance consultant, I have the relevant experience and knowledge to evaluate the needs of individuals, families,... | 5911 Midnight Pass RoadApartment 401, Sarasota, United States
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Steven Shuman’s Emails st****@an****.com
Steven Shuman’s Phone Numbers No phone number available.
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Steven Shuman’s Location 5911 Midnight Pass RoadApartment 401, Sarasota, United States
Steven Shuman’s Expertise As a insurance consultant, I have the relevant experience and knowledge to evaluate the needs of individuals, families, and business owners and recommend appropriate solutions. The process includes a complimentary, no obligation initial meeting where we discuss your personal financial circumstances, your goals, and how you plan to achieve them. We also explore your risk tolerance to facilitate an open discussion about your investment behavior. This allows us to learn about you so that we can help you develop a financial strategy to meet your unique needs. Our relationship doesn’t end there. We provide regular reports, annual reviews, and I’m always available when a question arises or your circumstances change. Whether you need to get started or need a second opinion, know that I’m ready to help you. Please feel free to contact me at 617 513-0932 to schedule a meeting.
Steven Shuman’s Current Industry Andesa Services
Steven
Shuman’s Prior Industry
First Investors
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The New England Life Insurance
|
Chubb Lifeamerica
|
American Financial Systems
|
New England Financial
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General American Life
|
Metlife Specialized Benefit Resources
|
The Newport
|
Evershore Financial
|
Valic
|
Andesa Services
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Work Experience
Andesa Services
Business Solutions Consultant
Tue Sep 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Valic
Financial Advisor
Tue Apr 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Sep 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Evershore Financial
Financial Advisor
Sun Sep 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Mar 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
The Newport
Director, Financial Services
Thu Jul 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Metlife Specialized Benefit Resources
Director - Sales Support BOLI, COLI, ICOLI & HNW PP VUL
Mon Jul 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jul 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
General American Life
Manager - Private Placement Insurance Group HNW Sales Support
Mon Mar 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Mar 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
New England Financial
Senior Consultant, Executve Benefits Group
Wed Mar 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Mar 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)
American Financial Systems
Account Manager
Sun Mar 01 1992 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Mar 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time)
Chubb Lifeamerica
Project Leader
Wed Mar 01 1989 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 1992 00:00:00 GMT+0000 (Coordinated Universal Time)
The New England Life Insurance
Financial Planning - Senior Technical Consultant
Tue Mar 01 1983 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Mar 01 1989 00:00:00 GMT+0000 (Coordinated Universal Time)
First Investors
Registered Representative
Mon Mar 01 1982 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Mar 01 1983 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Steven Shuman Email Addresses
FAQ About Steven Shuman
-
Steven Shuman is located at
5911 Midnight Pass RoadApartment 401, Sarasota, United States -
Steven Shuman is a
As a insurance consultant, I have the relevant experience and knowledge to evaluate the needs of individuals, families, and business owners and recommend appropriate solutions. The process includes a complimentary, no obligation initial meeting where we discuss your personal financial circumstances, your goals, and how you plan to achieve them. We also explore your risk tolerance to facilitate an open discussion about your investment behavior. This allows us to learn about you so that we can help you develop a financial strategy to meet your unique needs. Our relationship doesn’t end there. We provide regular reports, annual reviews, and I’m always available when a question arises or your circumstances change. Whether you need to get started or need a second opinion, know that I’m ready to help you. Please feel free to contact me at 617 513-0932 to schedule a meeting. Andesa Services -
Steven Shuman currently works in the
Andesa Services -
Steven Shuman specializes in
As a insurance consultant, I have the relevant experience and knowledge to evaluate the needs of individuals, families, and business owners and recommend appropriate solutions. The process includes a complimentary, no obligation initial meeting where we discuss your personal financial circumstances, your goals, and how you plan to achieve them. We also explore your risk tolerance to facilitate an open discussion about your investment behavior. This allows us to learn about you so that we can help you develop a financial strategy to meet your unique needs. Our relationship doesn’t end there. We provide regular reports, annual reviews, and I’m always available when a question arises or your circumstances change. Whether you need to get started or need a second opinion, know that I’m ready to help you. Please feel free to contact me at 617 513-0932 to schedule a meeting. -
Steven Shuman speaks the following languages:
No languages available. -
Steven Shuman has prior experience in the following industries:
Andesa Services , Valic , Evershore Financial , The Newport , Metlife Specialized Benefit Resources , General American Life , New England Financial , American Financial Systems , Chubb Lifeamerica , The New England Life Insurance , First Investors -
Steven Shuman has the following professional experience:
Andesa Services , Valic , Evershore Financial , The Newport , Metlife Specialized Benefit Resources , General American Life , New England Financial , American Financial Systems , Chubb Lifeamerica , The New England Life Insurance , First Investors . -
You can view Steven Shuman’s
LinkedIn profile at LinkedIn URL. -
Steven Shuman’s work email addresses are
[email protected] . -
Steven Shuman works at
Andesa Services
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