Taxes

• Charitable Giving
  Properly structured charitable gifts can provide current benefits for both the donor and the charity of choice.

Investment

• Investment Management
• Wealth Management
  Stern Financial Services was founded by Jeff Stern in 1998. Jeff’s passion for financial education led him to create his own wealth management practice after working as an Executive at JCPenney for over 20 years.

Planning

• Financial Planning
  At Stern Financial, we build long-term relationships with our clients and strive to earn the trust of families, from one generation to the next. Whether you’re a business owner, or a couple preparing to expand your family, we offer a full range of financial planning and wealth management services that are tailored to your needs.
• Retirement Planning
  We work with you and your family to build a customized financial plan which is driven by a strategy that accelerates you toward your goals.
• Long Term Care
  A sound insurance strategy can help protect your family from the financial consequences of unforeseen events. We offer life, disability and long-term care insurance.
• Asset Management
  We provide strategic direction, asset allocation and investment advice to our clients with the overarching goal of long-term growth while taking into consideration your risk tolerance.