Our Team

Wisdom is the foundation for lasting wealth.

At Safranek Financial Group, we help guide educators, families, retirees, and business owners toward more informed and insightful financial decisions. It starts with building a relationship. We take time to understand your goals and concerns, offering empathy, education, and an elevated level of attention for each and every client, regardless of the scope and size of their investments.

Personalized direction makes all the difference.

We welcome every opportunity to personally engage with you, which is why when you call, you’ll always speak with us directly. And whether we meet in person or on a screen, we’ll be at your side to answer questions and share our wealth of financial insights.

Dan Safranek

Principal Financial Advisor

Dan Safranek is a highly experienced financial advisor with nearly 40 years of expertise, specializing in retirement planning for educators and their families. His deep industry knowledge and personalized approach empower clients to confidently navigate their financial futures.

While his primary focus is on educators, Dan’s comprehensive financial strategies benefit individuals from all backgrounds. He sincerely thanks his clients for their trust and loyalty during his transition to his new family office and remains committed to guiding them through every stage of financial planning as a trusted partner in their long-term financial security.

Matthew Safranek

Financial Advisor

Matthew is a highly skilled financial advisor with over five years of experience helping individuals and their families achieve their financial goals. Matthew takes a holistic approach to financial management, tailoring solutions to meet the unique needs and aspirations of each client. With a deep understanding of investment strategies as well as retirement and pension planning, he empowers his clients to make informed decisions that align with their long-term objectives.

Justin Stone

Financial Advisor

Justin Stone is a well-versed financial professional with over five years of experience in financial services, complemented by another ten years’ experience in areas such as entrepreneurship and marketing. His experience spans from owning a multi-location Long Island small business to assisting a venture capital-backed holding company in expanding a portfolio and managing marketing campaigns for well-known global brands. Justin’s broad expertise allows him to connect with clients from all walks of life, offering tailored financial strategies that align with their unique experiences and goals.