Stawnychy Financial Services, Inc

Stawnychy Financial Services, Inc is a Financial Planner in Pompton Lakes, NJ, located at 135 Kinnelon Rd. The firm operates as an independent Registered Investment Advisor (RIA) providing wealth management, comprehensive financial planning, investment management, estate planning, and charitable planning. Serving individuals, families, professionals, corporate executives, business owners, municipal fire districts, and non-profit organizations, the team leverages over five decades of experience across multiple economic environments and market cycles. The business holds a 5.00 rating based on customer reviews.

The practice is led by Zoriana M. Stawnychy, CFP®, who has four decades of experience in the Financial Services Industry. She served as a Registered Principal with LPL Financial for over 25 years and began her career at Cigna Securities in the Estate Planning and Insurance Division before moving to Financial Planning. As a CERTIFIED FINANCIAL PLANNER™ professional and licensed Life and Health Insurance Agent, she qualified for membership in the Million Dollar Round Table in 2016. She has received over 20 awards for exceptional client services, including recognition as a Five Star Wealth Manager in New Jersey and the Albert Nelson Marquis Lifetime Achievement Award from Marquis Who’s Who.

As a fiduciary, the firm has a legal obligation to put clients’ interests first, operating under the highest standard for financial advisers rather than the suitability standard used by many commission-based advisors. This model eliminates conflicts of interest, ensuring recommendations are appropriate for the client’s needs. The firm follows a five-step wealth management process: listening to understand client goals and risk tolerance, advising with integrated solutions, investing based on the financial plan, and maintaining ongoing communication to adapt to inevitable changes. Clients appreciate the active management style and comprehensive planning approach that guides them through various aspects of wealth management.

The firm is known for its positive rating from the customers who have reviewed it, reflecting a reputation for competent and ethical personal financial planning supported by its fiduciary commitment.

Stawnychy Financial Services, Inc. brings decades of fiduciary experience and certified expertise to financial planning for clients in Pompton Lakes and the surrounding New Jersey area.

BizScoreAI awarded the business a Discoverability score (part of AI Visibility) of 75 out of 100. This score measures whether AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business.