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Sacks and Associates

EST. AUM
$196,135,136

CONTACTS
1

CLIENT ACCOUNTS
365

Firm Details

Metro area New York City
CRD Number 174909
Website sacks-associates.com
Client types

Overview

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

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Alternative Activity

Address

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

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