SAX Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of SAX, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life.
Unlike large-sized investment firms, SAX Wealth Advisors offers personal attention from a dedicated team of advisors. At the same time, our depth of expertise and resources allows us to offer big company services driven by our clients' unique objectives and expectations.
Our smaller size enables us to have a larger focus on your overall financial goals - not simply the performance of your portfolio.
Company Details
- Employees
- 46
- Address
- 389 Interpace Pkwy,
- Phone
- +1 609-737-6600
- in****@****xwa.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- saxwa.com
- Keywords
- Individual & Family Wealth Planning, Employer Retirement Services, Portfolio Advisory & Management.
- HQ
- Parsippany, New Jersey
Sax Wealth Advisors, Llc Questions
Sax Wealth Advisors, Llc's helpline number is +1 609-737-6600
Sax Wealth Advisors, Llc's website is saxwa.com
Sax Wealth Advisors, Llc's LinkedIn profile is https://www.linkedin.com/company/sax-wealth-advisors-llc
Sax Wealth Advisors, Llc has
46 employees.
View email and phone details for 46
employees at Sax Wealth Advisors, Llc.
Sax Wealth Advisors, Llc's industry is
Financial Services
Sax Wealth Advisors, Llc's top competitors are
Bakeravenue Wealth Management,
Wiss,
Lord, Abbett & Co. Llc,
Lpl Financial,
Onepoint Bfg Wealth Partners,
Lrt Capital Management, Llc,
Sax Capital Advisors,
Sax India Llp,
Sax,
Imperial Dade.
Sax Wealth Advisors, Llc's support email address is info@saxwa.com
Sax Wealth Advisors, Llc's categories are Financial Services
