Sax Wealth Advisors, Llc

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Description

  • Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. Unlike large-sized investment firms, Sax Wealth Advisors offers personal attention from a dedicated team of advisors. At the same time, our depth of expertise and resources allows us to offer big company services driven by our clients' unique objectives and expectations. Our smaller size enables us to have a larger focus on your overall financial goals - not simply the performance of your portfolio.
  • location

    Headquarters:389 Interpace Parkway Floor 3, Parsippany, New Jersey, United States

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  • Sax Wealth Advisors, Llc phone

    Phone Number: +1 973-859-2199

  • Sax Wealth Advisors, Llc website

    Website: https://www.saxwa.com

  • Sax Wealth Advisors, Llc employees

    Employees:16

  • Sax Wealth Advisors, Llc revenue

    Revenue:$1 - 10M

  • Sax Wealth Advisors, Llc legal name

    Legal Name:Sax Wealth Advisors, Llc

  • Sax Wealth Advisors, Llc's Social Media

    Sax Wealth Advisors, Llc linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

Partner In Charge for Sax Wealth Advisors, Llc

Kyle Stawicki

Partner In Charge

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View Employees

Kyle Stawicki

Partner In Charge

Eric Seidman

Retirement Plan Director

Frequently Asked Questions regarding Sax Wealth Advisors, Llc

  • Where are Sax Wealth Advisors, Llc's Headquarters?

    Sax Wealth Advisors, Llc's Headquarters are in 389 Interpace Parkway Floor 3,Parsippany,New Jersey,United States

  • What is Sax Wealth Advisors, Llc's phone number?

    Sax Wealth Advisors, Llc's phone number is +1 973-859-2199

  • What is Sax Wealth Advisors, Llc's official website?

    Sax Wealth Advisors, Llc's official website is https://www.saxwa.com

  • What is Sax Wealth Advisors, Llc's Revenue?

    Sax Wealth Advisors, Llc's revenue is $1 - 10M

  • What is Sax Wealth Advisors, Llc's NAICS code?

    Sax Wealth Advisors, Llc's NAICS code is 523930

  • How many employees are working in Sax Wealth Advisors, Llc

    Sax Wealth Advisors, Llc has 16 employees

  • What is Sax Wealth Advisors, Llc's Industry?

    Sax Wealth Advisors, Llc is in the industry of Financial Services

  • Who is Sax Wealth Advisors, Llc's Partner In Charge?

    Sax Wealth Advisors, Llc's Partner In Charge is Kyle Stawicki

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