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    Stephen Poll - Certified Financial Planner (Bonita Springs) at Insurance Specialists of Fort Myers FL

    Stephen Poll

    Certified Financial Planner

    Bonita Springs

    Stephen is a Series 7 & 66 licensed securities professional who has been helping families, individuals, and business owners manage their wealth for over seven years. He is the owner of Clay Financial. Born in Perrysburg, Ohio, Stephen later moved to Florida, where he met his wife, Gabby.

    Insurance Specialists of SW Florida - independent insurance agency

    We work to provide policies that protect our clients' assets and well-being. Licensed in Florida, Ohio, Michigan, Tennessee, Pennsylvania, South Carolina, and Indiana.

    Contact

    (239) 514-0225

    annmarie@fl-ins.com

    12251 Itec Park Dr, Unit 106

    Fort Myers, FL 33913

    Business Hours

    Mon–Fri: 9am – 5pm

    Sat–Sun: Closed

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