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
- Website
- sacks-associates.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2008
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Jaime Young | Private Wealth Advisor at Sacks | New York City Metropolitan Area, United States |
Email
|
| Tiffany Dicks | Willingboro, New Jersey, United States |
View
|
|
| Edgar Lara | Private Client Wealth Advisor | New York City Metropolitan Area, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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