Broker Check

Woodbury, New York

137 Woodbury Road,

Woodbury, NY 11797

Our Privacy Policy

Our Privacy Policy Statement: Our commitment to you, our valued Client(s), is that we will protect your privacy and live up to the following standards:

This privacy policy is for the business of Stefans Associates, Inc. Once a customer applies for or purchases a product through Cetera Advisors Network (Cetera Advisors Network), the Cetera Advisors Network privacy policy applies.

  • We will protect and safeguard any and all personal information that you share with us, under the strictest confidentiality.
  • We will permit only our own staff, who are trained in the proper handling of information, to have access to your information.
  • We will not reveal client information to any external organization unless previously approved by you, the client, or by previous disclosure, or required by law.
  • We will always maintain control over the confidentiality of the client.
  • We do not participate in providing client information to any marketing list services or organizations.
  • We will attempt to keep client files complete, up to date, and accurate. It is our guiding philosophy that your privacy, and confidentiality remain steadfast within our firm.
    We thank you for your business, but most of all, we appreciate your trust and confidence throughout the years.