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Sarsi, LLC: Your Trusted Fee-Only Financial Advisor and Planner
Are you looking for a reliable financial advisor and planner who can help you navigate the complexities of investment and financial planning? Look no further than Sarsi, LLC – your trusted partner in achieving your financial goals.
Sarsi is a Fee-Only Financial Advisor and Planner based in West New York, NJ, with an office also located in New York City. Our team of experienced professionals is dedicated to providing personalized financial advice and guidance to individuals, families, and businesses.
At Sarsi, we understand that every client has unique needs and goals when it comes to their finances. That's why we take a holistic approach to financial planning – taking into account all aspects of your life that impact your finances. We work closely with you to develop a customized plan that aligns with your values, priorities, and long-term objectives.
Our services include investment management, retirement planning, tax planning strategies, estate planning solutions as well as risk management analysis. We believe in transparency when it comes to fees; therefore our clients only pay for the services they receive without any hidden charges or commissions.
As a Fee-Only firm we are committed solely to our clients' best interests without any conflicts of interest or incentives from third parties such as commissions from product sales or referral fees from other professionals. This means that our advice is always unbiased and objective - focused solely on helping you achieve your goals.
Our team consists of highly qualified professionals who hold advanced degrees such as Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®), Certified Public Accountants (CPA) among others. Our advisors have years of experience working with clients across various industries including healthcare providers & executives , business owners & entrepreneurs , attorneys & legal professionals , engineers & technology experts among others .
We pride ourselves on being accessible whenever our clients need us - whether it's through phone calls or emails, we are always available to answer your questions and provide guidance. We also offer regular reviews of your financial plan to ensure that it remains aligned with your goals and objectives.
At Sarsi, we believe that financial planning is not just about numbers but also about people. Our team is passionate about helping our clients achieve their dreams and aspirations through sound financial advice and guidance.
In conclusion, if you're looking for a trusted partner in achieving your financial goals, look no further than Sarsi, LLC. Contact us today to schedule a consultation with one of our experienced advisors!
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