portrait of Stephen M Krizek

About Stephen

As a financial advisor, I help individuals and businesses build personalized financial strategies that are designed to help achieve their unique goals. I take the time to truly listen to my clients and construct measurable objectives uniquely tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to speak with them about any developments and address their needs. In order to provide a comprehensive service, I regularly collaborate with my clients' CPAs, attorneys and other trusted professionals, always keeping client information confidential and with approval.

I am proud to serve a diverse group of clients...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • College Savings
  • Insurance & Annuities

Work History

  • Edward JonesApril 2018 to Current

Education

  • Eastern Connecticut State UnivBachelor of Science

Personal Interests

  • Active Lifestyle
  • Spending Time with Family
  • Cooking
  • Outdoor Enthusiast

Team Members

  • Ingrid DeAngelis
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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