wrapper
How does the advisor help clients – Key Takeaways:
STAWNYCHY FINANCIAL SERVICES, INC. is a reputable financial firm that provides expert financial advice to its clients. Their team of seasoned advisors has years of experience in the industry, making them a trusted source for financial guidance. The following key takeaways highlight how STAWNYCHY FINANCIAL SERVICES, INC. helps their clients achieve their financial goals:
- Personalized Financial Plans: Advisors at STAWNYCHY FINANCIAL SERVICES, INC. take the time to understand their clients’ unique needs and goals. They then create personalized financial plans to help achieve those goals.
- Diversified Investment Strategies: With STAWNYCHY FINANCIAL SERVICES, INC., clients can expect to have a well-diversified investment portfolio. This helps minimize risk and maximize returns.
- Ongoing Support and Guidance: The relationship between advisors and clients doesn’t end after the initial financial plan is created. STAWNYCHY FINANCIAL SERVICES, INC. provides ongoing support and guidance to help clients stay on track with their financial goals.
Facts and Insights
STAWNYCHY FINANCIAL SERVICES, INC. was founded in 2005 by financial expert John Stawnchych. Since then, the firm has grown to become a trusted name in the financial industry, with a growing client base and a team of experienced advisors.
The firm’s advisors have a wealth of knowledge and insights in various areas of finance, including investment planning, retirement planning, and estate planning. They stay up-to-date with the latest market trends and use their expertise to provide sound financial advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 16 years |
Financial Services Offered
STAWNYCHY FINANCIAL SERVICES, INC. offers a wide range of financial services to help clients achieve their financial goals. These include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
STAWNYCHY FINANCIAL SERVICES, INC. serves clients from all walks of life, including:
- Individuals and families
- Small business owners
- High-net-worth individuals
- Retirees
- Corporate executives
Fees & Compensation
STAWNYCHY FINANCIAL SERVICES, INC. is committed to transparency when it comes to fees and compensation. They offer fee-based services, which means that they charge a percentage of the assets under management as their fee. This incentivizes them to help clients grow their assets as they only make money when the client’s portfolio grows.
The firm does not receive any commissions or third-party kickbacks, ensuring that their advice is always unbiased and in the best interest of the client.
Background
Founder John Stawnchych has over 25 years of experience in the financial industry. He holds several prestigious certifications, including Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®). Under his leadership, STAWNYCHY FINANCIAL SERVICES, INC. has become a trusted name in the financial industry.
Financial Advisor Disclosures to Know
STAWNYCHY FINANCIAL SERVICES, INC. takes pride in their ethical practices and fully discloses all potential conflicts of interest to clients. They have a strict code of ethics that requires them to always act in the best interest of their clients.
In addition, the firm has a clean regulatory record, with no disciplinary actions taken against them. This gives clients peace of mind knowing that their financial advisor is trustworthy and operates with integrity.