Stephen Polich

Personal Business Philosophy
My business is based on close personal relationships. I equate the
relationship with my clients not merely as an investment advisor but as a
“personal financial coach” who provides comprehensive financial education
and management.

Licensed In
AZ, CA, CO, ID, TX, WA
Financial Licensed in
AZ, ID, TX

Professional Background
2000 Began work in the Tax Planning and Preparation Industry
2014 Began work in the Insurance Industry
2020 Began work in the Financial Services Industry
Education: Master’s Degree in Accounting

Personal Background
Family: Married to Kathryn for 34 years, five children and three grandchildren
Community Involvement: American Legion, VFW
Military Service: United States Marine Corps 1984 – 1990

SEE FOR YOURSELF!

It’s a great experience with how this company does business, trustworthy and quick response if you have any questions.

– Anonymous

Great Experience

Kristie! Thank you so much for making this so easy for me! You were the most helpful out of all the companies I contacted and I’m glad I did business with you guys. I will contact you if I have any questions. By the way awesome signature I wish I could sign like that. Have a great day.

– Mark V.

The Most Helpful

Wow! I didn’t expect to hear back from you until next week. Talk about customer service! Thanks so much.

– Monique I.

WOW!

Kristie, the pleasure is all mine. I enjoy talking to you. Thank you so much for always going above and beyond. You are a true blessing. Enjoy the rest of your day.

– Elizabeth A. E&E Concrete

Goes Above & Beyond

I am very satisfied with the service I received, the service is amazing I am very satisfied with this company. I would highly recommend him.

– Daphne Snipes

Very Satisfied

Brian Godfrey is pleasant, approachable, and knowledgeable about the subject matter.

– Jeremy Ziegler

Great Agent!

2000 S Batavia Ave., Ste 350 Geneva, IL 60134

136 West Grand Ave., Ste 249 Beloit, WI 53511

1090 South Gilbert Rd., Ste 213 Gilbert, AZ 85296

871 Coronado Center Dr, Suite 200 Henderson NV, 89052

14050 N 83rd Ave Suite A270 Peoria, AZ 85381

3275 W Ina Rd. Suite 115 Tucson, AZ 85741

2125 Biscayne Blvd, Ste 315 Miami, FL 33137

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area.
Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options