Empowering financial independence for years to come.
Your Partner in Financial Success
Juniewic Financial Group stands by its promise to empower clients through personalized financial planning and investment management. Our team of experienced professionals has a proven track record of guiding individuals, families, and business owners toward financial security and success.
Who We Are
Based in North Haven, Connecticut, Juniewic Financial Group operates as an independent practice affiliated with Commonwealth Financial Network, a leading registered investment adviser-broker/dealer. This affiliation empowers us to offer a comprehensive array of wealth management services while maintaining our independence, enabling us to tailor our recommendations to your unique needs.
What We Offer
We provide a diverse range of services to address all aspects of your financial life. Our comprehensive offerings include:
Wealth Management
- Personalized financial plans tailored to your goals and aspirations
- Asset allocation and portfolio management
- Regular reviews and updates to ensure your plan stays on track
- Investment guidance for retirement accounts, taxable accounts, and more
Retirement Consulting
- Comprehensive analysis of your retirement savings and goals
- Strategies for maximizing your contributions and investment options
- Guidance through the complexities of retirement plans like 401(k)s and IRAs
- Planning for a smooth and secure retirement
Additional Services
- Estate planning and wealth transfer strategies
- Charitable giving recommendation
- Business succession planning
- Financial education and planning for various life stages
Our Commitment
We are committed to:
- Building long-lasting relationships: We prioritize understanding your individual needs and goals to create a strong foundation for our partnership.
- Open and transparent communication: We believe in clear and concise communication throughout the process, ensuring you are always informed and involved.
- Tailored solutions: We design customized strategies based on your unique situation and aspirations.
- Empowering financial independence: Our goal is to equip you with the knowledge and tools to make informed financial decisions.
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