At SAI Financial Services, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy to understand advice, it's hard to feel confident in your financial future. We seek to address these concerns by serving as a trusted resource.
As a premier independent Financial Services Company, we focus on creating customized strategies built on unbiased advice. Our process begins by working with each individual client in an organized and methodical manner. We lead with solutions, not products. Through our comprehensive approach to financial planning, our goal is simple: to help you protect, preserve, and promote the growth of your assets.
As a premier independent Financial Services Company, we focus on creating customized strategies built on unbiased advice. Our process begins by working with each individual client in an organized and methodical manner. We lead with solutions, not products. Through our comprehensive approach to financial planning, our goal is simple: to help you protect, preserve, and promote the growth of your assets.
Services
SAI Financial Services, Inc., founded in 1980 by Jeffrey S Scheithe, is built on the foundation of providing individuals, families and business owners with holistic financial plans through all life stages. We believe customized investment strategies, utilizing the newest tools and technology, are the best way to build confidence in your future and allow for smarter investing.
As an advisor at SAI Financial, Inc., Michael Cirelli strives to help clients fulfill their overall financial needs through customized investment management and insurance services. Since joining the firm, Michael has brought his passion for finance to help clients achieve their financial goals in a timely and efficient manner.
SAI Financial Services, Inc., offers a full suite of products to help individual investors and business owners strengthen their financial independence, creating holistic financial plans designed for their future and delivering a level of individualized service designed specifically with each client's needs in mind.
Link Disclosure: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.
As a mature, growth orientated Independent Financial Services company we are currently seeking dedicated, professional individuals who can help us continue our commitment to serving the best interests of our clients. Become a Financial Advisor - Do you have an entrepreneurial spirit, a drive to succeed and desire to assist others in building their financial future?
Reviews (2)
Larry Glaser
Dec 22, 2020
Report
Matthew Burgos
Nov 01, 2019
Report
I started working with Mike and his team in November of 2018. Having little to no financial strategy, I was looking for someone to be my coach and help plan for my family’s future. In the last 7 months Mike has provided value added feedback to our finances and has helped put us on the right plan to financial independence. Everyone at the office is extremely welcoming and they are always a call or text away. I’m not a millionaire, but I sure do feel like one when I come in the office. Couldn’t recommend their services enough if you’re struggling with financial strategy and planning.
