Sacks & Associates Wealth Management

Sacks & Associates Wealth Management

Financial Services 1160 Route 22 7 employees
Employees
7
Contacts
2
Emails
2

Sacks & Associates Wealth Management Overview

Headquarters
1160 Route 22
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
7
Founded
2008
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Sacks & Associates Wealth Management

Our team of wealth managers pride themselves on providing services that simplify our clients financial lives and help them achieve their long-term goals. By taking a personalized and individual approach, Sacks and Associates is able to create a financial plan to meet your present needs and future goals. We encourage our clients to participate in the investment and planning process in an effort to help them become informed consumers of our services. By maintaining a close relationship, we strive to provide a high level of personal attention and service. Our work is tailored to each client with careful consideration of their goals, preferences, and need for information.

Sacks & Associates Wealth Management Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage

Sacks & Associates Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Jaime Young Private Wealth Advisor at Sacks
Email
Tiffany Dicks
View
Edgar Lara Private Client Wealth Advisor
Email

Employees by Management Level

Individual contributor 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0
Sales 1 1 0

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