Resources for Our Clients

Articles

We provide articles about common financial topics and strategies, market commentary and economics trends.

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Newsletters

Our financial newsletters are designed to provide helpful information on a wide variety of topics in order to keep you abreast of the changing economic landscape.

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Out of the Office

Check out what Steve, Brian and John take an interest in out of the office.

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Start the conversation

If you’re searching for investment guidance or a second opinion, there’s no better time than the present to start the conversation. Our team welcomes you to join us for a no-obligation consultation. We look forward to hearing from you.

Stephen F. Jeffers, CRPS®

212-273-7067

stephen.jeffers@wfa.com

Brian McGuinness, CFP®

212-273-7068

brian.mcguinness@wfa.com

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