All Under One Roof: Law, Wealth, Tax, and Estate Expertise.
Stefans Group brings together a full suite of financial, wealth management, tax, and estate planning services, so every part of your life and legacy works in harmony.
We Focus On Your Wealth So You Can Focus On Life
What makes The Stefans Group unique is that we truly offer a complete range of financial services. We have included everything you need to build and maintain the life and legacy you desire.
Building Wealth for the Future
We have the resources that individuals and families need to establish a firm financial foundation and build toward your objectives.
Living Your Best Retirement
Our clients nearing or transitioning to retirement rely on our comprehensive suite of services to assess readiness and progress toward goals.
Empowering Women With Financial Guidance
The Stefans Group understands the unique concerns of women professionals planning their future. We work to help you gain financial confidence.
Caring for Aging Parents
Our intergenerational perspective gives us insight into the challenges facing caregivers balancing their own needs with caring for parents.
Our Family Helping Your Family Through the Journey of Life
The Stefans Group has all the tools and experienced professional support that you need to assess your financial picture, and to make positive adjustments as you move through the challenges life brings.
Marilyn Stefans, EA, CFP®
Owner & Registered Representative
Donna M. Stefans, Esq., AIF®
Lead Attorney & Registered Representative
Tom Brucia, CFP®
Certified Financial Planner
Mary Lou Browne-Fekert, CPA, EA
Certified Public Accountant & Enrolled Agent
Henry Grabkowitz, EA, NTPI Fellow
Enrolled Agent
Karen Muir Young, Esq.
Sr. Associate Attorney
Joe Sabia
Investment Advisor Representative
Social Security: Five Facts You Need to Know
Reviewing Your Life Insurance Needs
Insurance Needs Assessment: For Empty Nesters and Retirees
