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Supporting NJ Small Business Owners

Financial Planning

Financial Planning

Experienced. Thoughtful. Comprehensive.

Financial planning is the strategic process of assessing, managing, and creating a roadmap to pursue your financial goals and aspirations.

With our expertise, you can embark on your financial journey with confidence.

Exit Planning

Exit Planning

A comprehensive business strategy employed by business owners, entrepreneurs, or shareholders looking to retire and protect their business in case of death or disability.

Stan J. Malecki, AIF®, CEPA®

President / Regional Director

732-248-9400 x1104

Stan J. Malecki, AIF®, CEPA® is a seasoned financial professional with nearly 30 years of experience, specializing in strategic exit planning for business owners, investment and wealth management, retirement planning, 401(k) rollovers...

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