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Legal Services - Summit Advisors of Long Island


137 Woodbury Road, Woodbury, NY 11797 ... As the founding attorney, Donna Stefans,Esq. offers legal services through her role as an attorney with ... More than 15 years of legal experience, 15 years of financial planning experience and 20 ...

Marilyn Stefans, CFP® | Summit Advisors


137 Woodbury Road, Woodbury, NY 11797 ... Legal Services ... M.B.A. Finance and Banking, Adelphi University, Garden City, NY; Series 7 , 24 ,63 and ... Adjunct faculty member, teaching Taxation and Financial Planning courses at CW Post ...

Woodbury Financial (Home)


To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck. THE WOODBURY FINANCIAL PERSPECTIVE.

Woodbury Financial Services Losses Maybe Recoverable


Woodbury Financial Services is the subject of several recent enforcement actions ... Woodbury Financial Services: Investor Complaints, Other Issues Grow .... Legal · Privacy ... Investment fraud attorneys practice law in Indiana, New York, Illinois, and Michigan, and co-counsel with firms in California, Texas, and other states.

National Financial Fitness, Residency To Retirement, Woodbury ...


New York State Comptroller, Your Money New York. ... At Woodbury Financial Services, Inc., Residency To Retirement and National Financial Fitness;. We hope ...



Listed entities are not affiliated with Woodbury Financial Services, Inc. Smith ... is registered to conduct securities business in CT, FL, MA, MD, NH, NJ, NY, RI, VT. ... Financial Services, Inc. nor its registered representatives provide tax or legal ...

Leading with Vision - Woodbury Financial


The Executive Team here at Woodbury Financial Services offers the vision, ... Bachelor of Business Administration in Finance from Pace University in New York City. ... Jennifer Relien was named Chief Legal Officer in July 2010 after rejoining  ...

Valtinson-Bruner Financial Services: Home


Welcome to Valtinson-Bruner Financial Services! ... Minnesota, Missouri, Montana, Nevada, New York, Oregon, Texas, Virginia, Washington, and Wisconsin. No offers ... Woodbury Financial Services, Inc. does not provide tax or legal advice.

WeiserMazars - Home


We are a client-centered, full-services accounting, tax and advisory firm with ... at the Harvard Club of NY for our WeiserMazars Financial Services Symposium to ...

Our Services : Schleicher/Witz Financial


Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature,  ...

More Info

Home | Summit Advisors


137 Woodbury Road, Woodbury, NY 11797. (516) 692- ... Legal Services · Stefans Law ... We offer "One Stop Shopping" for clients' financial and legal needs.

Law Tax & Financial Services Inc: A professional tax and accounting ...


Law Tax & Financial Services Inc is a full-service accounting firm serving ... On this website, you will find information about Law Tax & Financial Services ... Law Tax & Financial Services Inc; 2145 Woodlane Dr Suite 108; Woodbury, MN 55125.

Elder Law Attorney,Estate Planning,Stefans Law Group


New York Estate Planning | Elder Law Attorney ... Our Legal Services ... probate and elder law matters and extend our practice to financial services that are ... With offices in Woodbury and Dix Hills, the firm represents individuals and families ...