The Stefans Group - Woodbury, New York

Address: 137 Woodbury Rd, Woodbury, NY 11797, United States.
Phone: 5166922744.
Website: wealthadvisoryassoc.com
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of The Stefans Group

The Stefans Group 137 Woodbury Rd, Woodbury, NY 11797, United States

⏰ Open Hours of The Stefans Group

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

The Stefans Group

The Stefans Group, located at 137 Woodbury Rd, Woodbury, NY 11797, United States, is a reputable financial consulting firm that offers top-notch services to its clients. With a phone number of 5166922744, and a website at wealthadvisoryassoc.com, this company has established a strong presence in the financial industry.

About Us

The Stefans Group specializes in providing financial consultation services to individuals and businesses alike. With years of experience in the field, their team of expert advisors is well-equipped to offer guidance and support in areas such as investment planning, retirement planning, and estate planning. They pride themselves on delivering personalized advice tailored to each client's unique needs and goals.

Location and Accessibility

Conveniently situated in Woodbury, New York, The Stefans Group's office is easily accessible for those in the surrounding areas. The office itself is equipped with wheelchair-accessible facilities, ensuring that all clients can receive their services comfortably. Appointment required for consultation.

Specialties and Services

The main focus of The Stefans Group lies in their financial consultant services, which include:

  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Insurance Planning

With their expertise in these areas, The Stefans Group aims to help their clients make informed decisions and achieve their financial objectives.

Customer Reviews and Testimonials

With a strong reputation in the community, The Stefans Group has garnered numerous positive reviews from satisfied clients. On Google My Business, the company holds a 5-star rating based on 5 reviews, highlighting the high level of satisfaction among their clientele. One testimonial reads, 'Marilyn and her team have always been there for us with wise and balanced advice. Now my children have signed up to work with them. Highly recommend' Another praises their honesty, responsiveness, and family-oriented approach.

Based on the glowing reviews and the company's commitment to personalized service, it is clear that The Stefans Group is a reliable choice for anyone seeking financial advice in the Woodbury, New York area.

👍 Reviews of The Stefans Group

The Stefans Group - Woodbury, New York
KATHLEEN M. D.
5/5

Marilyn and her team have always been there for us with wise and balanced advice. Now my children have signed up to work with them. Highly recommend!

The Stefans Group - Woodbury, New York
Jojo C.
5/5

I have known Marilyn and her associates for many years. They have always been honest and responsive to my needs. I and my whole family have done very well by them. Terrific team!!

The Stefans Group - Woodbury, New York
Tom B.
5/5

I first came upon Summit (Stefans Assoc.) almost 20 years ago. Since then, they have skillfully steered me through good and bad times: college planning, estate planning, investment planning, and of course, tax preparation. At every major life moment in the past 20 years, they have had my back. There is a personal touch matched by a professional demeanor that helps me sleep at night. No small accomplishment. Call them today!

The Stefans Group - Woodbury, New York
Karen M.
5/5

The Stefans Group - Woodbury, New York
Peg D.
5/5

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