About

We are a full service tax and financial services firm, catering to individuals and small business financial matters since 1978.

Investment Adviser Representatives offering securities and investment advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Services

  • Accounting Services
  • Elder Care
  • Estate and Business Planning
  • Tax Planning
  • Tax Preparation

Languages

  • English

Payments

  • American Express
  • Cash
  • Check
  • Debit
  • Mastercard
  • Visa

Staff

Marilyn Stefans, E.A., CFP

Donna M. Stefans, ESQ

Tom Brucia, CFP

Alyssa H. Solarsh, ESQ

Mary Lou Browne-Fekert, CPA

Certifications & Memberships

Financial Planning Association National Association of Enrolled Agents Stefan's Law Group PC