An in depth, free financial consultation is the first step in achieving healthy finance goals. Together, we will identify goals, analyze current finances and develop recommendations.

Financial Planning

Based on recommendations resulting from an in depth free financial consultation, I will create, educate and execute a simple to follow, easy to obtain, financial plan.

Tax Services

Whether personal or business, I understand how overwhelming taxes can be. With SEC Financial Services, I demystify the process through education and execution.

Credit Repair

Credit Repair is the cornerstone of financial health. We will start with a credit analysis, identify opportunities for improvement, educate and execute an aggressive credit repair plan.


You have a business to run, let SEC Financial ensure finances and payroll are always correct. Bookkeeping is different from business to business. I work within an array of industries.

About Stephanie

I love crunching numbers and helping small businesses and individuals master the art of finance.


As an entrepreneur myself, I understand the hurdles small business owners face in running and growing a business.


Having a family and career, I understand the importance of healthy finances and the importance of educating clients on personal finance.


When you partner with SEC Financial Services, you get personalized attention, ongoing support and excellence in execution.



Areas of expertise

Service Area

New York | New Jersey | Pennsylvania

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