Our Services

Let us help you achieve your goals through careful development and implementation of strategies to help gain financial success. We offer "One Stop Shopping" for the clients' financial needs and legal team.

Areas of concentration include:

  • Investment portfolio allocation with full service brokerage activities and  transactions in mutual funds, stocks and bonds.
  • Income Tax Preparation and Tax Planning for individuals and small businesses    
  • Retirement Planning
  • Elder Care & Asset Protection
  • Estate & Trust Planning
  • Special Needs Care & Planning
  • Insurance Needs Analysis

Legal Services: Separate from her responsibilities with Stefans Associates Inc., and WSS, Donna Stefans, Esq. offers legal services through her role as an attorney with Stefans Law Group, PC. She concentrates in Elder law and Guardianship matters, Estate Planning and probate, and Wills and Trusts.  http://www.stefanslawgroup.com/  

 

Securities offered through Walnut Street Securities, Inc. ("WSS") Member: FINRA (http://www.finra.org), SIPC (http://www.sipc.org), a registered investment advisor. Stefans and Associates and WSS are unaffiliated entities.

Income tax services are offered by agents in their roles as tax preparers with Stefans
Associates, Inc. Neither WSS nor its representatives offer tax or legal advice which is given by tax advisors
and attorneys. Neither Stefans Associates, Inc. nor Stefans Law Group, PC are affiliated with WSS. 

Each firm is independently responsible for the products and services it provides.