About Colleen Stevens

As an experienced Financial Adviser, Colleen continually stays up to date with current changes in the financial industry so she can best benefit her clients.  To keep pace with clients' needs, Colleen has access to new products and enhanced product features.  She is also a qualifying and lifetime member of the Million Dollar Roundtable.  Million Dollar Roundtable, the Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.

Colleen M Stevens, CLU®, ChFC® is a graduate of Washington State University and entered the financial services industry in 1985.  She earned her  Chartered Life Underwriter® (CLU®) designation in 1998 and her Chartered Financial Consultant® (ChFC®) designation in 2001 from The American College.  Colleen and her husband Greg live in the Spokane area and have three children.

Colleen's family owned a closely held corporation when she was growing up that benefited from business planning and insurance products owned by the corporation, which allowed the business to be passed down to family members.

"Because of my family history I know first hand the value of hard work and planning.  I bring my unique abilities and creative style to relating with my clients.  Whether it's acting as a liason with a client's attorney or CPA, making referrals for services in related fields, I am committed to providing service that exceeds expectations.

I have been an Agent with New York Life Insurance Company since 1991.  My areas of specialization are retirement planning, estate planning and business continuation planning.  I am actively involved in several community organizations such as Executive Women International, Lilac Services for the Blind and Spokane Executives.

I am proud to represent New York Life because it has conducted its business around the central values of financial strength, integrity and humanity.  As a mutual company with an accomplished 170+ year history, it is owned solely by its policyowners."

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Colleen M. Stevens Financial Serivices is not owned or operated by New York Life Insurance Company or its affiliates.

Disclosure

Colleen Stevens is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0D71155), ID, MT, OR, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Colleen Stevens is licensed and authorized to offer insurance in California, but COLLEEN M. STEVENS FINANCIAL SERVICES may not be. For additional information on California licensure status, please click here.

Colleen Stevens is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 528 E Spokane Falls Blvd Ste 305, Spokane, WA, 99202, 509-626-4031. In this regard, this communication is strictly intended for individuals residing in the states of AZ, ID, MT, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Colleen Stevens is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, ID, MT, OR, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

COLLEEN M. STEVENS FINANCIAL SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither COLLEEN M. STEVENS FINANCIAL SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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