George Stefanou, Financial Advisor located in Orlando, FL

Financial Advisor
George Stefanou

CFP®, CPWA®, CEPA®, AAMS®, CRPC™, CRPS™
45 W Crystal Lake Street, Suite 199, Orlando, FL 32806opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Corporate Executives

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Community Outreach
  • Reading

Team Members

  • Kevin MacLean
    Associate Financial Advisor
    AAMS®, ChFC®, CLU®
  • Ashley Oglesby
    Registered Branch Associate
    FPQP®
  • Rosa Offutt
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(407) 249-8307

Fax

(877) 354-0208

Office Address

45 W Crystal Lake Street
Suite 199
Orlando, FL 32806opens in a new window

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