Broker Check

2 Ethel Road, Suite 201A, Edison, NJ 08817

(732) 248-9400
Client Login

Meet Stan J. Malecki, AIF®, CEPA®

Book time with Stan here!

Take me to GReminders

President / Regional Director



732-248-9400 x1104 | Stan@MaleckiFinancialGroup.com    


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


Stan is dedicated to helping outdoor-loving business owners achieve their long-term financial goals and enjoy the rewards of a well-planned exit strategy.


An Accredited Investment Fiduciary (AIF®), Stan always places his clients' best interests first. Count on Stan as your partner throughout your entrepreneurial journey and beyond.


     

Successful Strategies, Long-Term Goals

Successful Strategies, Long-Term Goals

Stan's dedication focuses on educating clients on financial services and tax-efficient strategies. He became a Registered Representative in 1993, and holds Series 6, 7, 24, 51, 63 and 65 securities registrations through Cetera Advisor Networks LLC.

Stan is interested in helping outdoor-loving business owners pursue their long-term financial goals and enjoy the rewards of a well-planned exit strategy.

Exit Planning for Outdoor-Loving Business Owners

Stan J. Malecki’s CEPA designation ensures you are partnering with a highly knowledgeable and experienced professional, one who will help you transition from running a successful business to enjoying your active lifestyle once you step down.

Financial Strategy

Financial Strategy

Retirement

Retirement

Succession and Exit Planning

Succession and Exit Planning

Email lists aren't for everyone. Connect with Stan on LinkedIn

We aren't spam, but there's no need to add to your already busy inbox. If you want to see more about business ownership, hunting, fishing, and the markets, connect with Stan on LinkedIn. Send a direct message to talk to Stan directly!

If Facebook is more your speed, or even Instagram, that's an option, too.

Connect with Stan

Chart Your Course with Financial Planning

We're here to help you tackle all your goals with confidence.


Step 1: Build your personal snapshot with our exclusive, full service financial planning software.


Ready to get started? Click the button below to create your account!

Start Your Plan Today

Learn more
Every portfolio has risk. What's yours?

Every portfolio has risk. What's yours?

With Riskalyze, we can ensure that your investments are tailored to your specific risk profile and goals.

In finance, risk refers to the degree of uncertainty and/or potential financial loss inherent in an investment decision.

By understanding your risk preferences, we can make tailored decisions to keep you on track.

Engagement

We understand that frequent and comprehensive meetings are important for a successful financial plan.

The initial establishment of your financial plan may take 2 to 3 meetings.


As an active client, you can expect 1 to 2 progress meetings annually, and unlimited phone and email conversations!


These are all included in your financial plan compensation, and more meetings may be added if necessary.

Compensation

When working with Stan, there are a few options to consider regarding compensation:

  

Option 1: Asset Management

OR

Option 2: Financial Planning

OR

Option 3: Both Asset Management & Financial Planning

 

Depending on your unique needs, we can create a custom plan that works for you.

Ready to Talk?

To set up your no-obligation meeting with Stan J. Malecki, complete the form below. We’ll get back to you by the next business day,

Preferred method of contact?
Best time to contact
Thank you for your submission! There was a problem with the form submission. Please try again.

Get to Know Us

Malecki Financial Group combines collaborative planning with a forward-looking philosophy to help you build and maintain the active lifestyle you envision.

Learn About the Firm

Who We Work With

For more than 50 years, we’ve worked with individuals, families and business owners nationwide, helping them secure a financial future to have the lives they envision.

Connect With Our Clients

Our Team

With over 50 years of experience in financial planning, Malecki Financial Group stands ready to provide you with the know-how and services to move you closer to your financial goals.

Meet Malecki Financial Group