Stawnychy Financial Services Inc.

Stawnychy Financial Services, Inc. (SFS) is an independent Registered Investment Advisor located in Kinnelon, NJ. Our mission is to make a significant impact in our clients’ financial lives: actively helping them seize opportunities, manage risk and helping them work towards achieving their most important financial goals. SFS leverages over five decades of experience in several different disciplines in the financial services industry such as Financial Planning, Wealth Management, Estate planning, Charitable planning and Insurance analysis. The combination of our deep knowledge, experience across multiple economic environments, market cycles, and client dedication sets us apart. At Stawnychy Financial Services we truly value our clients and adhere to a fiduciary standard. A fiduciary is the highest standard for financial advisers. We always put our client’s needs first and offer objective advice that is specifically suited to our client’s financial needs. We listen closely to our clients to fully understand their financial situation, goals and objectives. Our clients are individuals and multi-generational families, businesses, municipalities, non-profit organizations, professionals and young professionals across the country. They come from diverse backgrounds, but all share the determination to set goals and proactively work toward achieving them. Our clients value comprehensive planning and wealth management, and they delegate the day-to-day management of their investments to us. We distinguish ourselves through proactive investment management, in-house research and client-tailored portfolios that are closely aligned with our clients’ objectives. Our team strives to provide targeted, integrated and comprehensive financial solutions that address a client’s areas of concern. Then a strategy is formed that directly aligns with the client’s financial plan and risk tolerance. The strategy is continually monitored and adjustments are made as necessary.

网站

https://www.stawnychyfinancial.com/

Stawnychy Financial Services Inc.的外部链接

所属行业

金融服务

规模

2-10 人

总部

Kinnelon ，NJ

类型

私人持股

创立

1993

领域

Financial Planning、Investment Management、Charitable Planning和Estate Planning