
Schedule an Appointment Online with Jeff
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.
Schedule an Appointment Online with Jeff
As President and CEO of SAI Financial Services, Inc., Jeff specializes in...
Schedule an Appointment Online with Michael
As an advisor at SAI Financial, Inc., Michael helps clients fulfill their...
Jaclyn has a bachelor’s degree from Northern Illinois University in Hospitality Management
and minor in Business...
Originally from South Africa, she relies on her experience in corporate learning and development, organizational...
Rachel has a bachelor’s degree from the University of Oklahoma in Psychology and is passionate about helping people. She...
Charlie has recently graduated from the University of Illinois with a bachelor’s degree in Financial Planning and a...
Susie specializes in social media, marketing, and website management for SAI Financial. Susie has been with our company...