About Stephens Financial Group

Insurance and Financial Solutions For Texas

Mission Statement

Here at Stephens Financial Group

We exist and are committed to helping educate and guide people through their insurance and financial lives. We do this by analyzing your situation and your needs, and tailoring a plan that works for you. We promise that no matter who we are dealing with or what season of life they are in, that we will give everyone the same exceptional level of care and attention to detail.

About Jake Stephens And Stephens Financial Group

Stephens Financial Group Is Powered By Messer Financial

The Stephens Financial Group is powered by Messer Financial. Founded in 2004 Messer is a nationwide FMO with thousands of Agents and over 100 Carriers. They provide the contracts, knowledge, and support that allows us to confidently serve you with some of the best offerings in the nation. I am working with a team providing me with access to decades of industry knowledge and experience.

More About Jake Stephens

I am 22 and I am Texas Native. I have lived in Allen Texas my entire life and was a Graduate of Allen Highschool in 2022. I gained my Insurance License in 2024 and My Series 65 Securities License in July of 2025. I am passionate about helping people and I am committed to honesty. And I want to be the person that you can trust to help you and your family for years to come. I truly look forward to getting to serve the community I have called home my whole life.

Jake Stephens, Creator Of Stephens Financial Group