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SA Wealth Management LLC

EST. AUM
$369,383,270

CONTACTS
2

CLIENT ACCOUNTS
609

Firm Details

Metro area New York City
CRD Number 335680
Website steinberganna.com
Client types

Overview

STEINBERGANNA Wealth Management Corp. is an independent, privately owned financial advisory firm based in Huntington, New York. Founded in 2007 by Daniel Steinberg and Kenneth C. Anna, the firm offers personalized financial planning and investment management services. Their offerings include retirement planning, estate preservation, investment portfolio development, and insurance solutions. As an independent firm, they prioritize client interests over affiliations with specific insurance or investment companies, tailoring strategies to individual financial goals.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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