Fusco/Stegman Financial, LLC

A Steady Course Towards Financial Freedom

Fusco/Stegman Financial, LLC, Securities offered through LPL Financial, Member FINRA/SIPC.

Independent financial planning, Estate planning, Retirement planning, and Investment advice

Stegman & Company and Fusco Financial Associates, Inc. can help you accumulate and manage the wealth you need to become financially independent, send your children to college or plan for a secure retirement.

Planning Options

Associates of Stegman & Company and our strategic partner, Fusco/Stegman Financial, LLC will work with you to develop strategies to meet long-term goals for you, your family and your business. We can help you assess needs and develop strategies for:

  • Asset Allocation
  • Buy/Sell Arrangements
  • Cashflow Management and Budgeting
  • Financial Management
  • Financial Planning for Key Executives
  • Funding for a Child’s Education
  • Income Tax Planning
  • Investing and Product Analysis
  • Making the Most of Your 401K
  • Retirement Planning
  • Risk Management
  • Wills and Estate Planning

Services for Key Executives and Employee Education

A growing number of companies are providing financial education and financial planning services as part of their employee benefits package to recruit and retain valued personnel.

The LPL registered representatives associated with Fusco/Stegman Financial, LLC, will work individually with your key executives to develop personalized wealth accumulation and tax planning strategies.

They will also provide financial education to your employees to help them understand the benefits of participating in a retirement planning program.

Investment Opportunities

In addition to helping you plan and manage your finances, Fusco/Stegman Financial, LLC puts hundreds of insurance and investment products at your fingertips. Tony Fusco and William Ross are affiliated with LPL Financial, a national broker/dealer and registered investment adviser. LPL Financial is a leading independent securities firm that offers independent, non-proprietary investment products. Through LPL Financial, Mr. Fusco and Mr. Ross can give you access to world-class market intelligence, research and comprehensive investment tools to help you achieve your long-term financial goals.

Special Pricing for Stegman Clients

Through a special arrangement with CNA, a nationally recognized provider of long-term care insurance, clients of Stegman & Company will receive a 10 % discount off CNA long-term care insurance premiums.

Ongoing Guidance and Plan Maintenance

Fusco/Stegman Financial, LLC offers prudent and timely advice, monitors and manages your personalized strategy, helps simplify decisions and ensures accountability

A Steady Course Towards Financial Freedom

Call Bill Ross, CPA, MBA, President, to learn more about Fusco/Stegman Financial, LLC or to set up an appointment, 1-800-686-3883 or Email Us.

Fusco/Stegman Financial, LLC.

Securities offered through LPL Financial, Member FINRA/SIPC.

Stegman & Company
Certified Public Accountants and Management Consultants
405 East Joppa Road
Suite 100
Baltimore, Maryland 21286

LPL Supervisory Office and Fusco Financial Associates, Inc.
505 Baltimore Avenue
Towson, Maryland 21204

Fusco/Stegman Financial, LLC is a separate operating entity from Stegman & Company. Fusco/Stegman Financial, LLC is wholly owned by Tony Fusco and William Ross, registered representatives and investment advisor representatives of LPL Financial, a registered broker/dealer and investment advisor. As registered representatives of LPL, Mr. Fusco and Mr. Ross will each earn customary commissions or fees for security and investment advisory activity conducted through LPL. No securities or investment related compensation is paid to or shared with, directly or indirectly, Stegman & Company or any individual not appropriately registered with LPL.

DISCLAIMER MESSAGE

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered representatives of LPL Financial whose identities and associations with Fusco/Stegman Financial LLC are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MA, MD, MI, MT, NC, NH, NJ, NY, OH, PA, SC, VA and WV. If your state of residence is not listed, please locate an LPL Financial Registered Representative in your state of residence by accessing www.lpl.com or calling 1-800-877-7210. Securities and investment information offered through LPL Financial, Member FINRA/SIPC