Stephen Wisniewski, ChFC®, CRPC®, CRES has been a financial advisor since 2011 who focuses on individuals, including educators, families, and small businesses. His education and experience have helped him develop a practical, knowledgeable, and comprehensive approach in offering financial services to his community and clients.
Stephen understands the value of financial independence and takes pride in helping clients achieve a sense of security and confidence that comes with the right planning. Every client and their goals are unique so, Steve takes care to provide the small and manageable steps to implement customized strategies that will help realize those goals. He continues to work with clients as their goals change through all of life’s ups and downs.
Steve is always pursuing continuous education and most recently earned his Chartered Financial Consultant®(ChFC®) designation through the American College of Financial Services. A ChFC® professional can provide knowledgeable advice on a broad range of financial topics including financial planning, wealth accumulation, investments, insurance, and estate planning. He joined FIDIR Financial Group in 2023 to give his clients access to other specialized practitioners who can complement Steve’s skill sets and together, make sure the transition into retirement is smooth and fulfilling and clients’ families are well taken care of.
Steve currently lives in Mexico, NY with his wife, Jennifer, and their two active and athletic children. In his free time, Steve enjoys taking the family skiing and camping, as well as attending his kids’ baseball, basketball games and swim meets.
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offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
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as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.