Nick Sarno Email & Phone Number

I don’t believe in a “one-size fits all” strategy to help clients reach their goals. Taking a holistic approach, I work with my clients to breakdown their big financial decisions into small manageable steps. By helping clients become more informed and empowered, they can take those small simple steps necessary to put strategies in place.Just some of the areas I focus on include:- Analysis of their current financial situation- Risk Management evaluation including Long-Term Care Planning- Estate Planning Strategies and Wealth Preservation- Wealth Accumulation and Retirement Planning- Asset Allocation StrategiesFor business owners, I also develop strategies for:- Employee Benefit Plans, Pension and 401(k) implementation- Executive Benefits and Deferred Comp Plans- Employee financial seminars- Business Succession Programs- Key Person PlanningSecurities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment adviser. Annuity and insurance products offered through Equitable Network, LLC// Equitable Network Insurance Agency of California, LLC // Equitable Network Insurance Agency of Utah, LLC// Equitable Network of Puerto Rico, Inc. Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN). AGE- 5936259.1(9/23)(Exp.9/25)

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  High Point University

  Business Administration And Management, General