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Products & Services

At Stephano Financial Management, we provide assistance in the following areas:

Investments*

  • Stocks and bonds
  • Exchange traded and mutual funds
  • Unit investment trusts
  • Variable and fixed annuities

Financial Services

  • Brokerage and direct-to-fund accounts
  • Pension plans
  • 401(k)’s
  • Section 529 plans
  • SEP, Roth and Traditional IRA’s

Insurance

  • Term, Variable and Universal Life

* Raymond Stephano offers investments and advisory services through Avantax