The Stefans Group is a financial consulting and advisory firm based in Woodbury, New York, specializing in holistic wealth management and retirement planning. With decades of experience, the firm is dedicated to helping individuals, families, and business owners make informed financial decisions that align with their long-term goals. They offer personalized guidance through life transitions such as retirement, estate planning, and business succession. By integrating investment strategies with tax efficiency and risk management, The Stefans Group delivers comprehensive financial solutions tailored to each client’s unique situation.

The firm is known for its client-centric approach, emphasizing education and transparency to build lasting relationships. Their team of financial advisors and professionals maintain affiliations with key industry organizations, ensuring up-to-date knowledge and compliance with best practices. Through community outreach and financial literacy initiatives, The Stefans Group also demonstrates a strong commitment to empowering the public with sound financial knowledge.

Website: http://www.wealthadvisoryassoc.com/

Key Services:

– Comprehensive retirement planning
– Investment management and portfolio design
– Estate and legacy planning
– Tax-efficient financial strategies
– Risk management and insurance solutions
– Business succession and executive benefits planning
– Social Security and Medicare planning
– Financial education and consultation sessions