Giuseppe Roveccio

Stawnychy Financial Services, Inc.

135 Kinnelon Road, Suite 101

Kinnelon, NJ 07405

973-283-0024

Take the stress out of your financial life.

About Stawnychy Financial Services, Inc.

Stawnychy Financial Services, Inc. (SFS) helps clients work towards financial prosperity by helping them set realistic goals, seize opportunities and manage risk. The SFS team leverages over five decades of experience in several different disciplines in the financial planning business. The combination of deep knowledge, experience across multiple economic environments, market cycles, and client dedication sets us apart.

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General Information

Firm Start Year

CRD#

6062231

Firm CRD#

128859

Insurance License#

1564025

States Licensed in

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Retirement Planning

Services

Investment Types

Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Commodities

Can meet clients in the following ways

Your Home, Our Office, Email, Your Office, Phone, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, MBA

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Annuity, Life, Long Term Care

Firm Information

Firm's Number of Clients

152

Assets Managed by Firm

$95,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$25,000

Compensation Methods

Based on Assets

Education

MBA -

William Paterson University
2015 - 2017

Disclosures

FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.

https://www.stawnychyfinancial.com/disclaimer.html

Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1890792/financialadvisor-stawnychy-financial-services,-inc.-detailed-disclosure

Disclaimer

https://adviserinfo.sec.gov/firm/summary/128859

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