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As President and CEO of SAI Financial Services, Inc., Jeff specializes in...
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.
We offer transactional and fee based investment management, design and maintenance of a personalized portfolio, asset allocation, positioning, and ongoing due diligence of investments.
We help generate forward-thinking income strategies that include an analysis of your current and future income needs.
I highly recommend SAI Financial Services to anyone looking for advice in Investment and Asset planning,
Retirement planning and Long Term Care and Insurance among other investment disciplines.
In short, with SAI, you are in good hands with competent, knowledgeable, professional and, above all,
trustworthy people.
Robert De Falkenberg
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.