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    Stephen Poll, CPCU - Certified Financial Planner (Bonita Springs) at Insurance Specialists of SW Florida FL

    Stephen Poll, CPCU

    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) 949-7717

    Bonitasprings@fl-ins.com

    12870 Trade Way Four, Suite 108

    Bonita Springs, FL 34135

    Business Hours

    Mon–Fri: 9am – 5pm

    Sat–Sun: Closed

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