Stefan Albrecht

Stefan Albrecht Registered Representative offering securities
products and services through NYLIFE
Securities LLC. (Member FINRA/SIPC), A
Licensed Insurance Agency.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a
Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

200 Meeting St. Unit 401
Charleston SC, 29401
Phone: (216) 403-7004
Text: (843) 960-1212
Office: (843) 720-1900

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

03/27/2025

I want to extend a huge thank you to the Mount Pleasant Chamber of Commerce for putting together such a meaningful event and to Lauren Gandy from Charleston County School District for taking the time to share about the “Be a Local” and “Children in Crisis” programs.

Hearing firsthand about the challenges some of our students and families face—and the incredible work being done to support them—was both eye-opening and deeply personal for me. These programs are making a real difference, and I’m grateful for the opportunity to learn more about how we can all help.

Looking forward to getting more involved and seeing the impact we can create together!

Send a message to learn more

What a way to kick off 31! 🎉Turned 31 on Thursday, then promptly tested my durability with an ankle sprain on Friday (no...
03/24/2025

What a way to kick off 31! 🎉

Turned 31 on Thursday, then promptly tested my durability with an ankle sprain on Friday (not recommended). But if there’s one thing I’ve learned over the years, it’s that life has a way of balancing things out—because by Sunday, I was out with great friends on an incredible shark tooth hunting expedition with Coastal Expeditions, soaking up the adventure and making memories.

Grateful for the highs, the lows, and everything in between. If this first weekend of being 31 is any indication, it’s going to be a year of resilience, laughter, and discovery. Excited for what’s ahead! 💙🦷🌊

Spring is sprung! The flowers are blooming and new beginnings are calling! Are you ready to embrace the season's magic a...
03/20/2025

Spring is sprung! The flowers are blooming and new beginnings are calling! Are you ready to embrace the season's magic and cultivate your financial future? Let's connect and explore fresh opportunities together!

Happy St. Patrick's Day! Today, we celebrate Irish culture, good luck, and the spirit of togetherness. Let’s join togeth...
03/17/2025

Happy St. Patrick's Day! Today, we celebrate Irish culture, good luck, and the spirit of togetherness. Let’s join together to embrace the joy of this special day! Share your favorite St. Paddy's traditions in the comments! Sláinte!

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at...
03/14/2025

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at 3PM ET for his latest consumer seminar to hear about planning strategies that you can leverage to help protect your retirement funds from taxes. Don’t miss this chance to secure your financial future! Register now at: https://bit.ly/41MVutz

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at...
03/14/2025

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at 7 PM ET for his latest consumer seminar to hear about planning strategies that you can leverage to help protect your retirement funds from taxes. Don’t miss this chance to secure your financial future! Register now at: https://bit.ly/3Ra9Tep

03/12/2025

Lately, I’ve been hearing from a lot of professionals who feel stuck when it comes to their finances. Some worry about debt, others about retirement, and a lot of people just want their money to work harder for them—but figuring out the right steps isn’t always clear.

It got me thinking… what’s been the biggest financial challenge on your mind lately? No right or wrong answer, just curious to hear what others are navigating.

(If you’d rather keep it private, feel free to DM me!)

03/10/2025

New York Life is pleased to bring you one of America’s top IRA Experts, Ed Slott!
In this educational workshop, “Plan Smart, Retire Confident: Staying Ahead of Tax Changes,” Ed Slott focuses on how you can create a plan to reduce or eliminate the heavy taxes on distributions from IRAs, 401(k)s and other retirement savings, including Roth IRA conversions and life insurance planning. RSVP to attend this in-person event to hear from Ed Slott live and learn about the three biggest retirement risks and how to avoid them with proper planning.
Date: March, 18, 2025
Time: 3:00pm and 7:00pm
Location: Zoom
RSVP:
3:00pm registration; https://bit.ly/3DwBQtI
7:00pm registration; https://bit.ly/3FtiWV7

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer yo...
03/10/2025

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer you is some budgeting advice to help you manage your finances more effectively. Read these tips and reach out if you need more help. You got this!

As a new parent, having a baby on a budget requires adjusting your finances. Use this financial advice from New York Life to help with your planning.

Happy National Employee Appreciation Day! Today, we celebrate the hard work and dedication of our amazing team members. ...
03/07/2025

Happy National Employee Appreciation Day! Today, we celebrate the hard work and dedication of our amazing team members. Your contributions make all the difference and drive our success. Let’s take a moment to recognize those who support us for all the effort. Connect with me to find out how our hard working team can help you create a strategy for a secure financial future.

Happy Friday! Don’t miss ‘The Art of Partnership: New York Life x MLB’ on March 12th! If you’re into learning how to cre...
03/07/2025

Happy Friday! Don’t miss ‘The Art of Partnership: New York Life x MLB’ on March 12th! If you’re into learning how to create and keep awesome partnerships, this event is for you!

We’re heading to ! Don’t miss ‘The Art of Partnership: New York Life x MLB’ on March 12. We'll be diving deep into the secrets behind creating and maintaining successful, impactful partnerships.

Presenters:
Lisa Thomsen, CVP Acquisition, Client, and Sponsorship Marketing at New York Life
Uzma Rawn, CMO and SVP of Global Partnerships at MLB
Dexter Fowler, former World Series Champion and Co-CEO 400 Ventures
Moderated by AJ Andrews, Studio Host at MLB Network

Add us to your schedule, and we’ll see you there. https://nyl.co/4i6qZWC

Address

200 Meeting Street
Charleston, SC
29401

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