We are a Fee-only Financial Advisor based in West New York, NJ and New York City with clients everywhere. As a fee-only financial planner our interests are aligned with those of our clients and we are a fiduciary to them. We do not sell products, we solve problems. Our clients are busy professionals, business owners, divorcees, widows and retirees/pre-retirees.
They hire us to simplify their complex situation. We unravel the complexity and build a financial plan in a reliable manner. This allows our clients to focus on things that are important to them. As a fee-only financial advisor we put our clients ahead of everything and provide all services required to help them navigate life's transitions.
They hire us to simplify their complex situation. We unravel the complexity and build a financial plan in a reliable manner. This allows our clients to focus on things that are important to them. As a fee-only financial advisor we put our clients ahead of everything and provide all services required to help them navigate life's transitions.
Services
I am passionate about using my 20+ year experience in investment management and financial planning to help my clients navigate through life's transitions. I have the deep desire to make a difference in my client's lives and I am available at every point to help them make optimal decisions. I put in the effort to educate our clients because I want them to understand what we are doing for them and work with them in a collaborative manner.
We listen patiently to understand your current situation, concerns, goals and objectives and provide comprehensive financial planning. Investment management is a cornerstone of any plan, but we know that your financial needs go beyond investments and we are available to add additional value through financial planning.
Through years of experience we have developed an Investments Process based on 6 principles. We strive to create an investment portfolio in a reliable manner that has a high probability of achieving long term objectives. The central belief of our investments process is that investments built in isolation of client profile will lead to disappointment.
Our client is a professional who had substantial non-cash compensation, which we helped liquidate in a tax efficient manner differentiating between qualified and non-qualified grants while also adhering to employer's compliance policy. We helped protect and diversify single stock exposure and created portfolios designed for long term success.
We know it takes time to make a decision on something as personal and important as financial advice. But, we hope you take the first step in the process which is to contact us. Sarsi, LLC ("Sarsi" or "the firm") is a registered investment adviser located in New Jersey.
Sarsi and its representatives are in compliance with the current registration mandates imposed on state registered investment advisers in those states where registration is required.The firm may also transact business in those states in which it maintains registration or qualifies for a corresponding exemption there from.
Sarsi and its representatives are in compliance with the current registration mandates imposed on state registered investment advisers in those states where registration is required.The firm may also transact business in those states in which it maintains registration or qualifies for a corresponding exemption there from.
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