Eric Stefano

As a Financial Manager i work with financial company, families business, foundations/ large group, endowments and businesses to help them with their particular financial goals. I provide guidance to clients in all areas of wealth management including investment management, retirement planning, credit & lending strategies, 401k, insurance review and multi-generational wealth planning. Are you looking for a solid, yet strategic investment plan that helps to build and protect wealth? With my experience providing ongoing financial advice and asset management, I can help you formulate a strategy to strengthen your portfolio's potential and suit your risk tolerance. I will regularly review your portfolio and will offer new strategies as your life changes and the market goes up and down. Using our exclusive Confident Retirement approach, we will work together to create a tailored plan that helps ensure the lifestyle you want today and the one you dream of for tomorrow