Focus: Insurance Strategies, Investment Strategies
Stacie Spielfogel has built a 25 years career with MassMutual, helping client's prepare for tomorrow today. A Floridian by way of Manhattan , Stacie focuses in short and long-range financial planning for people at all stages of life. Her expertise includes but is not limited to: Life, Long-Term Care, Annuities and Disability Insurance; Higher Education Planning (529 plans), Investment and Retirement Account Management and Personal Budget Guidance. Her clients range in age from 18 to 100, all of whom entrust Stacie to do one thing..protect themselves and their loved ones, with an eye toward a comfortable retirement.
Retirement planning iis stressful. For this reason, Stacie walks hand-to hand with her clients with a light touch and listening ear.
After indentifying their goals and concerns, Stacie builds a customized plan. These plans are generally comprised of best-fit financial and insurance vehicles, within and beyond the scope of MassMutual's productl ine. She will also partner with her clients current advisors to maximize a coordinated strategy.
After 25 years , Stacie has a proven professional network which spans the industry. As a financial concierge,Stacie remains on -call as needed, however above all she values quality time with family. She lives in Boca Raton with her husband Gary and pup Ruby and enjoys frequent visits with her children, who now steward the legacy of financial literacy that Stacie 's grandfather instilled in her when she was just a girl.
Stacie Spielfogel is a registered representative of and offers securities and investment advisory servicesthrough MML Investors Services, LLC. Memeber SIPC: OSJ Office :1221 Brickell Avenue, Suite 300, Miami, Fl 33131.Phone (305)648-2445.
The Eppy Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.
CA Insurance Lic. # 0D24662.
Check the background of this investment professional on FINRA’s BrokerCheck
501 E. Las Olas Blvd. Suite 300
Fort Lauderdale, FL 33301