SAA Financial is a comprehensive financial solutions provider, helping members of the Metro Detroit community achieve their long-term financial goals since 1995. As a second generation family-owned, client-centric organization, we focus on building meaningful relationships with those we serve. We maintain an open-door policy and offer a personalized, positive client experience at each encounter.
SAA Financial was created to help retirement savers and investors of all ages plan for and reach their long-term financial goals. While we offer comprehensive investment management services for all types of investors, we have a niche and specialty in serving Fidelity 403(b) Plan Participants who live and work in the local community.
As a full-service advisory firm, clients are never put into a “plug-and-go” investment plan (like many other comparable firms may do). Instead, we deliver personalized investment recommendations and tactical portfolio management solutions. Our highly credentialed and experienced advisors work to strategize, implement, monitor and maintain each client account to keep investment plans on track.
Securities offered through Resource Horizons Group, L.L.C. Member FINRA/SIPC. Advisory services offered through Resource Horizons Investment Advisory1350 Church St Ext NE, 3rd Floor Marietta, GA 30060 770-319-1970
Company Details
- Employees
- 3
- Founded
- -
- Address
- 900 W University Dr, Rochester,michigan 48307,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://mysaafinancial.com/
- HQ
- Rochester, Michigan
Fidelis Wealth Questions
Fidelis Wealth's website is http://mysaafinancial.com/
Fidelis Wealth's LinkedIn profile is https://www.linkedin.com/company/fidelitywealthmi
Fidelis Wealth has
3 employees.
View email and phone details for 3
employees at Fidelis Wealth.
Fidelis Wealth's industry is
Financial Services
Fidelis Wealth's top competitors are
Hebden Consulting Limited,
Fidelis Capital,
Fidelis Capital,
Lpl Financial,
Fidelis Wealth Management.
Fidelis Wealth's categories are Financial Services
Fidelis Wealth's founding year is 1995
