• Welcome to Stellwagen & Associates

    With a diverse knowledge base in specialties including tax preparation, retirement planning and asset management, Stellwagen & Associates is truly equipped to meet all your financial needs.

    We’ll work hand in hand with you to understand your objectives, taking great care to design a comprehensive plan that’s tailored just for you, your needs and your future. Come explore our site and the services we offer and schedule your free consultation today.

    View Our October/November 2012 Newsletter

Where are You From Retirement?

Stellwagen and Associates

Far From Retirement

We'll help you make the right decisions whether you're saving for college tuition, getting serious about investing or looking for the best way to manage your wealth.
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Stellwagen and Associates

Near Retirement

Stellwagen & Associates will help you make sound decisions and enter retirement feeling more confident about your financial position so you can enjoy retirement.
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Stellwagen and Associates

Already Retired

We’ll help you make the most of your retirement by working to conserve existing assets and looking for new ways to help improve performance as well as tax and estate planning.
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