Smartly Designed to do More
Keeping our firm small ensures we are able to give you the attention and deeper level of service you deserve. Likewise, education is at the heart of our approach because we believe that the more informed you are about financial matters, the better equipped you are to make decisions that align with your goals.
We also have an open-door policy; reflecting our dedication to accessibility and ensuring you have direct access to us whenever you need assistance or guidance along your financial journey.
Norman Juniewic
Financial Planner
Norman is dedicated to helping individuals, families, and business owners achieve their financial goals and dreams. He began his career in 1987 at New Haven Savings Bank in Connecticut, where he gained valuable experience in the financial industry. In 2003, Norman took a significant step in his professional journey by founding Juniewic Financial Group in North Haven, Connecticut. As Principal of the firm, he has consistently served his clients with a commitment to understanding their unique needs and providing tailored financial solutions.
With a passion for guiding clients towards financial success, Norman continues to make a positive impact on the lives of those he works with. He offers his clients the best of both worlds: the big-city access to quality investments combined with personalized attention and exceptional service.
Beyond his professional endeavors, Norman is dedicated to community service. He serves as a Scout Leader, baseball and softball coach, and an active member of the Lion’s Club and Elk’s Club. Through these roles, he volunteers his time and efforts to support youth development and assist those who are less fortunate, embodying a commitment to making a meaningful difference in his community.
Norman is an alumnus of Notre Dame High School, West Haven, CT, and Marist College, Poughkeepsie, NY, where he earned a Bachelor of Science in Finance. Born and raised in North Haven, Connecticut, Norman and his wife raised four children together. They now reside in Keene, New Hampshire.
Family time is important to Norman, and he frequently travels to Florida to visit his children, reinforcing family bonds. He enjoys a variety of outdoor activities, including boating, golfing, and hiking, and has even completed a marathon in under four hours. In addition, he has a passion for making wine and exploring farm-to-table cuisine, reflecting his love for fresh, local food and sustainable practices.
Korey Juniewic
Financial Planning Analyst
Korey joined Juniewic Financial Group in 2023 as a Financial Planning Analyst, following in his father’s footsteps and building on a legacy in the financial industry. Korey is a key member of our team, known for his critical thinking and strong organizational skills. He plays a vital role by conducting research, testing new strategies for efficiency, and ensuring that day-to-day operations and compliance run smoothly. His contributions are essential to the team’s success and overall effectiveness.
Korey holds a FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network.
Korey lives in Wallingford, Connecticut. In his free time, he enjoys weightlifting, keep up with sports, honing his golf skills, and spending time outdoors. He also has a strong passion for discovering new restaurants and cocktail lounges throughout the tri-state area.
Joanne Martin, RICP®
Director of Client Services
Joanne joined Juniewic Financial Group 20 years ago when she brought her financial portfolio to Norman for a review. At that time, Norman had recently left the banking sector to start his own business and was in search of an assistant. Since then, Joanne and Norman have worked together as a dedicated team.
As the Director of Client Services, Joanne manages a team of client service professionals, fostering a culture of excellence, collaboration, and continuous improvement. She is passionate about helping families achieve their goals and supports them through life’s transitions. Joanne strives to understand each client's needs and develops authentic relationships, staying informed of industry trends to adapt and plan strategies accordingly.
Her commitment to personalized and proficient service is reflected in her professional qualifications, which include FINRA Series 7, 6, 63, and 65 securities registrations, a State of Connecticut Insurance License, and the Retirement Income Certified Professional (RICP®) designation from the American College of Financial Services in King of Prussia, Pennsylvania.
Born and raised in New York City, Joanne graduated from Adelphi University in Garden City, New York, with a Bachelor of Arts in Communications and a minor in Italian. She was a pioneer in the study abroad program, spending a semester in Florence, Italy, where she perfected her language skills and studied Renaissance Art at the Lorenzo de’ Medici Institute. After graduation, Joanne returned to LdM as a student advisor.
Currently, Joanne resides in North Haven, Connecticut, with her husband. She places great value on family connections and personal well-being, cherishing quality time spent with her children, grandchildren, family, and friends. Joanne enjoys a variety of interests, including long walks in nature, bike riding, pilates, dancing, live theater, and travel, with Italy being her favorite destination. In her downtime, she loves to unwind with a good book.
Mary Liquori
Client Service Associate
Mary joined Juniewic Financial Group in 2016 as a Client Service Associate. Prior to joining, she spent seven years tutoring at Regina Caeli Academy in Connecticut. Previously, Mary worked as an editor and copywriter while homeschooling and raising her seven children with her husband, Phil, for 36 years.
Mary is passionate about caring for clients in a professional manner, helping them navigate questions and procedures. She supports both clients and advisors with day-to-day service needs and assists in planning and preparing for meetings.
Residing in North Haven, CT, Mary enjoys going to the beach and traveling, especially to visit her children and grandchildren in Ohio, Pennsylvania, Massachusetts, and Florida. In her free time, she loves spending time with friends and family, trying new recipes, going for nature walks, cycling, and reading non-fiction.
Riley Juniewic
IT Support
Riley joined Juniewic Financial Group in 2023, providing lT support. As a computer science student, Riley provides his expertise to modernize the business.
Riley's role at Juniewic Financial Group as the lT support technician is to ensure operational availability within our computer network. He achieves this by keeping our hardware and software up to date to meet business standards.
Located in Keene, NH, Riley enjoys hiking the mountainous terrain in the spring and fall and relaxing in the cool rivers during the summer. His love for outdoor activities fuels camping adventures across the U.S., as he seeks the beauty of nature in every journey.
