Legacy Financial

Stephen N. Mathieu

Phone 603-647-7166
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603-647-7166

Founder and President

Stephen N. Mathieu, received his Bachelor’s degree in Accounting from the University of Massachusetts in 1979. Since that time, he has an extensive list of notable designations including the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and the Registered Health Underwriter (RHU) designations from the American College.

Steve is a licensed Life Insurance and Annuity Broker in a number of states and an Investment Advisor Representative for Legacy Financial Solutions, Inc. He’s also a Life and Qualifying Member of the Million Dollar Round Table, and a member of the Society of Financial Service Professionals.

Along with these successes, Steve was again named a Five Star Wealth Manager in 2017 because of his highest rating in overall satisfaction by clients, peers, and industry experts. This award puts him in a distinguished group of just 4% of all wealth managers in the state.

In addition to running his practice, Steve often gives back to the community through education and expertise. He teaches courses in tax, business, and estate planning, conducts educational workshops for the public and professionals, and has written a number of articles dealing with financial and estate planning issues. He has appeared as a guest on radio and television programs including CBS Good Morning and his articles have appeared in the Elder Law Journal of the American Bar Association, as well as Wall Street Select, ABC, CBS, CEOWorld Magazine, Fox and NBC.

On top of his educational community involvement, Steve is the founder of the St. Catherine School Charitable Foundation and the St. Joseph School Charitable Foundation. He is a well-known hockey coach in New Hampshire and has served on the Board of Directors for The New Hampshire Legends of Hockey.

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