Stephen J. Carew

Stephen J. Carew

Financial Services Representative
Retirement Plans

Steve has more than 22 years experience in the investment and insurance industries. He is the Managing Director and Partner responsible for the Retirement Planning Division at BGA Financial. His focus is on the design, implementation, and on-going service of Employer Sponsored 401k plans.

Steve specializes in providing highly effective retirement plan communication and education for plan participants as well as robust fiduciary support and ongoing due diligence for the Plan Sponsor.

Steve is a 1981 graduate of Maine Maritime Academy. He is an Investment Advisor Representative and holds his Series 6,7,63, and 65 securities licenses. He is a member of the National Association of Insurance and Financial Advisors and is a Life and Qualifying Member of the Million Dollar Round Table.   Steve was recently named as a 2017 Financial Times 401 Top Retirement Plan Advisor.  Prior to joining the financial services industry in 1995 he was a Program Manager with GE.

Steve resides in Falmouth, Maine with his wife and two children.

Phone 207-772-4311
Fax 207-221-1439
Mobile Phone (207) 329-2547