The Stefans Group: Your one stop shop for financial health

About Us

A Financial Home Where Your Success Matters

The Stefans Group is a multidisciplinary team that provides holistic financial solutions. We combine wealth strategies, estate planning, tax accounting, and legal services to offer support across your finances. Our comprehensive approach integrates all aspects of wealth preservation and care. Our goal is to help you maximize your assets and preserve your family legacy for generations to come.

An Experienced, Intergenerational Perspective on Wealth

As a second-generation family firm, The Stefans Group has an intergenerational mindset. We leverage our wide-ranging capabilities to help you plan well for today and make decisions that can have positive effects that resonate beyond today.

Recent Awards, Presentations, and Appearances

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2022 Premier Business Women Award*

Annual FPA Symposium

Women's Executive Summit

*2022 Premier Business Women Award issued by Long Island Herald. Individuals are nominated by peers or themselves in different categories. Honorees are chosen by committee based on their strength and passion to champion and lead both their organization and their community. All 2022 Premier Business Women Award winners will received a membership and induction into the Richner Business Network. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Fitting the Pieces of Your Financial Picture Together

If your financial matters seem complicated, perhaps you need a new, centralized and comprehensive strategy. At The Stefans Group, we offer integrated services from experienced wealth management, tax and legal professionals, all collaborating as a single team to serve your needs.

Life Care Planning Offered With Empathy and Clarity

Let's make a plan to preserve your independence and wealth as long as possible. Our approach to Life Care Planning combines traditional estate planning tools and addresses questions that we all ask we age. We have team of attorneys and tax experts with over 17 years of legal experience and over 20 years of financial, retirement income and tax planning experience. We are committed to safeguarding investments and hard work with our comprehensive, personalized services.

Donna Stefans Here to Answer Your Questions

Our Core Values

Putting Your Financial Needs Together

Many advisors coordinate between professional teams. As licensed legal and tax professionals, we bridge the gaps and execute your needs all in one office.

Solving For Today, Planning For Tomorrow

We are a mother-daughter-led firm with a multigenerational mindset. We help you plan for estate, tax, and wealth decisions that resonate beyond today.

Consistently Supporting Caretakers

We say, “Our family, helping your family,” because we want to carry your heavy load. We serve with empathy through each stage of life’s journey.

Simplifying Family Legacies

Managing wealth across generations is complicated. We work hard to educate and present solutions you can understand and implement through every transition.

Mother and Daughter Team Featured at Industry Peer Event

Marilyn and Donna Stefans participated in a video interview with Asset TV at Cetera’s #Connect2Peers conference and discussed working as a multi-generational, mother-daughter team in the financial world.