Wealth Advisory Associates

Investment Adviser Representative

(516) 692-2744
info@wealthadvisoryassoc.com

LET US BE YOUR FINANCIAL HOME WHERE YOUR SUCCESS MATTERS

We are a full service tax and financial services firm, catering to individuals and small business financial matters since 1978. We have the experience, knowledge and commitment to help you establish a successful investment strategy. We will work alongside you to help create a wealth management plan designed to achieve long-term financial freedom and maintain your comfortable lifestyle. Whether you are an individual or small business, we will strive to prepare the best tax-advantaged return for you. For over 35 years, our family has been working with your family to provide you with the investment and tax advice you need to achieve a single goal: Helping you achieve financial freedom to enjoy your life.

Summit Advisors and Cetera Advisor Networks LLC are not affiliated. Any questions please contact us at: 137 Woodbury Road Woodbury, NY 11797 Phone: (516) 692-2744 Fax: (516) 692-2746 E-mail: marilyn@stefans-associates.com

Income tax services are offered by agents in their roles as tax preparers with Summit Advisors, Inc. Neither Cetera Advisor Networks nor its representatives offer tax or legal advice which is given by tax advisors and attorneys. Neither Summit Advisors, Inc. nor Stefans Law Group, PC are affiliated with Cetera Advisor Networks. Each firm is independently responsible for the products and services it provides.