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    The Stearns Financial Group, Llc

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    Description

    • Executive Retention | Supplemental Retirement | Yield EnhancementSupplemental Executive Benefit Plans for Credit UnionsOver 20 years specializing in credit union supplemental executive retirement plans and credit union yield enhancement strategies.Past experience includes:35 years with the CUNA Mutual Group - Co-originator of the Executive Benefit program in 1994.Large network of Attorneys and CPAs for accounting and compliance procedures.Working with over 650 credit unions nationwide.Seminars and speaking engagements: CUES Directors ConferenceCUES Execu-SummitMichigan Credit Union League Annual MeetingsIndiana Credit Union League Annual MeetingsSpecialized Resources available:§457(f) Deferred Compensation Plans: Golden Handcuffs for Key Executives§7872 Split Dollar Plans: Executive Retention & Non-Taxed Withdrawals§162 Restricted Bonus Plans: Retaining Key Personnel §701.19 Pre-funding Investments: Yield through CUOLI and Trust PortfoliosAffiliated with the OM Financial Group, The Commonwealth Financial Group, and The MassMutual Financial Group
    • location

      Headquarters:601 Parkway Drive Suite B, Fostoria, Ohio, United States

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    • The Stearns Financial Group, Llc phone

      Phone Number: +1 419-435-8134

    • The Stearns Financial Group, Llc website

      Website: https://www.stearnsfinancialgroup.com

    • The Stearns Financial Group, Llc employees

      Employees:6

    • The Stearns Financial Group, Llc revenue

      Revenue:$1 - 10M

    • The Stearns Financial Group, Llc legal name

      Legal Name:The Stearns Financial Group, Llc

    • The Stearns Financial Group, Llc's Social Media

      The Stearns Financial Group, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 524210  |

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    Person level website identification

    President And Owner for The Stearns Financial Group, Llc

    Joe Stearns

    President And Owner

    Person level website visitor identification

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    View Employees

    Joe Stearns

    President And Owner

    Phil Westhoff

    Director, Qualified Plan Specialist

    Frequently Asked Questions regarding The Stearns Financial Group, Llc

    • Where are The Stearns Financial Group, Llc's Headquarters?

      The Stearns Financial Group, Llc's Headquarters are in 601 Parkway Drive Suite B,Fostoria,Ohio,United States

    • What is The Stearns Financial Group, Llc's phone number?

      The Stearns Financial Group, Llc's phone number is +1 419-435-8134

    • What is The Stearns Financial Group, Llc's official website?

      The Stearns Financial Group, Llc's official website is https://www.stearnsfinancialgroup.com

    • What is The Stearns Financial Group, Llc's Revenue?

      The Stearns Financial Group, Llc's revenue is $1 - 10M

    • What is The Stearns Financial Group, Llc's NAICS code?

      The Stearns Financial Group, Llc's NAICS code is 524210

    • How many employees are working in The Stearns Financial Group, Llc

      The Stearns Financial Group, Llc has 6 employees

    • What is The Stearns Financial Group, Llc's Industry?

      The Stearns Financial Group, Llc is in the industry of Financial Services

    • Who is The Stearns Financial Group, Llc's President And Owner?

      The Stearns Financial Group, Llc's President And Owner is Joe Stearns

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