Juniewic Financial Group | Financial Planning in North Haven, CT

Juniewic-Financial-Group-Image

You've got big plans.

With years of experience, we’ll help make them a reality.

​Explore Our Services​ 

Securing your financial journey is our mission.

We’re an independent practice serving the diverse needs of clients like you: individuals, families, and business owners. We believe in creating relationships that are built to last. Integrity and trust matter, and they’re at the core of everything we do. We’ll work diligently to understand what you need—then develop the right strategy to make it happen. When you partner with us, we’ll help you:

Financial-Journey-Image
Financial-Plan-Icon

Gain confidence with a solid financial plan.

Investment-Icon

Invest your assets with a sustainable approach.

Financial-Independence-Icon

Empowering financial independence for years to come.

Your goals drive us... and we deliver.

Whether you’re launching your career, raising a family, planning for retirement, or thinking about creating a legacy, you know what kind of life you want to lead. Our wealth management services can help make that life a reality.

Wealth Management

Financial-Planning-Icon
Financial planning
Estate-Planning-Icon
Estate planning
Education-Planning-Icon
Education planning
Investment-Management-Icon
Investment Management
Tax-Planning-Icon
Tax planning
Risk-Management-Icon
Risk Management

Retirement Consulting

Financial-Planning-Icon
Financial planning
Estate-Planning-Icon
Estate planning
Retirement-Income-Planning-Icon
Retirement income planning
Post-Retirement-Icon
Post-retirement income planning
Business-Succession-Icon
Business succession strategies
Charity-Icon
Charitable giving strategies

With Commonwealth, you have the strength of a powerful network on your side.

We are committed to delivering on your financial goals. Our affiliation with Commonwealth Financial Network®, a registered investment adviser-broker/dealer, gives us invaluable resources, experience, and expertise that assist us in fulfilling that promise.

Commonwealth-Financial-Network-Image
Award-Icon

Independence

Unlike some advisors, we’re free to make recommendations based on what’s right for you, without pressure to promote proprietary products or strategies.

Research-Icon

Research

We have access to knowledge that spans the breadth of wealth strategy and enables timely insight into market opportunities, so we always have our finger on the pulse of financial markets.

Partnership-Icon

Partnership

Building long-term relationships is our priority, so we start by taking the time to understand our clients personally and then carefully chart a course for your financial journey.

Technology-Icon

Technology

Through Commonwealth’s sister firm, Advisor360°, we provide a first-class technology platform that gives you 24/7 access to your investment information and worldwide financial markets.

No matter where you are in your financial journey, we’re here for you.

We provide strategic counsel and big-picture perspective that empower clients like you to realize their goals. We offer all the products and services you’d expect from a full-service wealth management consultant, along with powerful technology and outstanding service.

Juniewic Financial Group
36 State Street Suite 8
North Haven, CT 06473

203-239-1014

 

Contact Us Form

CAPTCHA

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.