Financial Counseling is the process of establishing personal and financial goals and creating a way to reach them. The ongoing process involves taking stock of all of your existing resources, developing a plan to utilize them, and systematically implementing the plan in an effort to achieve your short-term and long-term goals.
Stacey Braun Associates, Inc. Financial Counseling Program provides you with FREE access to qualified professionals, such as Certified Financial Planners and Registered Investment Advisors who can help you achieve your financial goals. Whether you need a comprehensive financial plan or an answer to a financially related question, Stacey Braun’s professionals are available to work one-on-one with you to provide quality assistance.
A Stacey Braun representative will be in one building each month. Call ahead for a consultation. To Make an Appointment Call Stacey Braun at (888) 949-1925.
Get more information about financial counseling.
P.O. Box # 656
Baldwin Place, NY 10505
Find out what's going on & what deadlines you don't want to miss.