Jeff Stefek, Financial Advisor

FINANCIAL ADVISOR
Jeff Stefek

CFP®, AAMS™
1616 F M 685 Suite 102, Pflugerville, TX 78660opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • College Savings

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Volunteering
  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Sports Enthusiast

Team Members

  • Stefanie Cumby
    Sr. Branch Office Administrator
  • Sheila Randel
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(512) 989-1531

Fax

(888) 654-7128

Office Address

1616 F M 685 Suite 102
Pflugerville, TX 78660opens in a new window

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