Specialties

Massey Financial Services has the necessary tools to guide you through every step of the financial investment process. We take into account your income, assets, liabilities, current portfolio, risk tolerance, and investment time horizon to help you define specific financial goals. We take the time needed to review your financial situation and future desires in depth and review our recommended suggestions with you. Our office offers flexible account options and is a fee only, no commission-based office with low or no transaction costs. We also help with the paperwork that often accompanies investing, access and evaluate up-to-the-minute market data, research reports, and stay on top of other economic and financial information that could impact your investments. Massey Financial Service is affiliated with Sovereign Financial Group, a registered investment advisor with offices in Stamford and Westport, CT and New York, NY. As an independent, family owned practice, Sovereign Financial Group pride themselves on delivering integrated and unbiased advice for their clients' wealth management needs. It is this independence that assures objective guidance while coordinating financial service needs. Since they are independent with no product to “push”, Sovereign Financial Group is dedicated to finding solutions. In other words . . . working together, we are your advocate.

History

Established in 1978.

Massey Financial Services was founded by Richard Massey. In 1982, his son, Steven Massey joined the family business and since then, has helped hundreds of clients achieve financial success through professional, honest advice, sound risk management, quality investment products and personalized, efficient service.

Meet the Business Owner: Steven M.

Steve has a passion for connecting with his clients to find solutions to their financial goals. He is focused and takes whatever time is needed to strategize, advise and come up with an individual investment game plan. After defining the game plan, Steve then researches and find the best and most appropriate financial products to match his client’s goals. With 42 plus years of experience in the financial services industry, Steve has a wealth of knowledge and depth of understanding that few can match. He specializes in asset allocation and focuses on individualized portfolios. Steve always puts his clients' needs and wishes first, and his motto is “Always putting you first with honesty and integrity.” He earned his Bachelor of Science degree in Finance and Business Management from Colorado State University. Immediately following graduation in 1982, joined his father at Massey Financial Services and is now the owner of the company his father founded.