wiseradvisor


Giuseppe Roveccio, MBA, CFP®
Stawnychy Financial Services, Inc.

Tel: 973-283-0024
135 Kinnelon Road, Suite 101
Kinnelon, NJ 07405
Stawnychy Financial Services, Inc. | Financial Advisor in Kinnelon ,NJ

Take the stress out of your financial life.


About Giuseppe Roveccio

Giuseppe is a CERTIFIED FINANCIAL PLANNER professional and a licensed Life and Health Insurance agent with ten plus years of financial industry experience. He started his career at Penn Mutual Insurance Company where he was a client management specialist. He worked there for five years supporting financial advisors in client case design and specializing in insurance and investment analysis. He is currently a financial advisor and planner at Stawnychy Financial Services, Inc. where he develops customized financial plans for clients. In this role he advises clients while also monitoring and rebalancing client portfolios. He has a Master of Business Administration in finance from William Paterson University. Outside of work, Giuseppe offers his services to the Roma Club in northern New Jersey where he serves as Director of Finance. He enjoys the outdoors and spending time with his friends and family in his free time.


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.

See Disclosures

Talk to an Advisor and GET ANSWERS   
      

General Information

Insurance License#:   1564025
States Licensed in:   NJ
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

Qualifications & Memberships

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:   Hourly, Flat Fee, Commissions, Based on Assets

Board Positions

Organization :   Roma Club, New Jersey
Position :   Director of Finance
Duration :   2018-Present

Education

MBA   William Paterson University
2015-2017

FAQs

How are you compensated? How will I pay for your services?

We are predominantly fee-based. We also offer flat fee pricing options.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

We can customize our services, but for the majority of our clients we manage their portfolios with discretionary trading authority that is based on a customized Investment Policy Statement.

Have you ever been charged with any breaches?

No.

SEE MORE  

Disclosures

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

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

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890792/wiseradvisor-stawnychy-financial-services,-inc.-detailed-disclosure.html


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


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM
brokercheck