The Stefans Group: A Team to Guide Your Financial Journey

Our Team

Guiding our Clients on Their Financial Journey

At The Stefans Group, our team is driven by a commitment to guide our clients through the challenges and opportunities that arise on their financial journey. We use our comprehensive service capabilities, diverse expertise, and years of experience to help you enhance your current lifestyle while working toward your ultimate goals for your desired life and legacy.

Our Team

Leadership Team

Marilyn Stefans

Marilyn Stefans, EA, CFP®

Owner & Registered Representative

(516) 692-2746

stefansm@ceteranetworks.com

Donna Stefans

Donna M. Stefans, Esq., AIF®

Lead Attorney & Registered Representative

(516) 692-2746

stefansd@ceteranetworks.com

Licensed Professionals

Marilyn Stefans

Marilyn Stefans, EA, CFP®

Owner & Registered Representative

(516) 692-2746

stefansm@ceteranetworks.com

Donna Stefans

Donna M. Stefans, Esq., AIF®

Lead Attorney & Registered Representative

(516) 692-2746

stefansd@ceteranetworks.com

Tom Brucia

Tom Brucia, CFP®

Certified Financial Planner

(516) 692-2746

bruciat@ceteranetworks.com

Mary Lou Browne-Fekert

Mary Lou Browne-Fekert, CPA, EA

Certified Public Accountant & Enrolled Agent

(516) 692-2746

brownefekertm@ceteranetworks.com

Henry Grabkowitz

Henry Grabkowitz, EA, NTPI Fellow

Enrolled Agent

(516) 692-2746

grabkowitzh@ceteranetworks.com

Matthew Guerra, Esq.

Matthew Guerra, Esq.

Associate Attorney

Karen Muir Young

Karen Muir Young, Esq.

Sr. Associate Attorney

Joe Sabia

Joe Sabia

Investment Advisor Representative

sabiaj@ceteranetworks.com

Administrative Staff

Neha Barot

Neha Barot

MBA, Office Manager

barotn@ceteranetworks.com

Michelle Szika

Michelle Szika

Paralegal

Our Services

We offer a holistic menu of services to build custom strategies and solutions for every aspect of your financial life.

Explore Services

Our Approach

We take a truly holistic approach with unified solutions for estate planning, wealth planning, and tax accounting.

Our Approach

About Us

Our team here at The Stefans Group offers extensive experience in every facet of financial, tax and elder law legal services.

About Us