Sarsi

SARSI is a fee-only financial advisor serving clients in West New York, NJ, and New York City. We simplify complex financial situations for busy professionals, business owners, divorcees, widows, and retirees/pre-retirees. Our goal is to help you achieve financial clarity and security, allowing you to focus on what matters most.

Investment Management

We develop personalized portfolios optimized for each client's individual goals and risk tolerance. Our investment process is based on thorough research and thoughtful analysis.

All Financial Planning

We provide comprehensive financial planning that encompasses:

• Cash flow and debt optimization
• Risk management and insurance
• Asset protection planning
• Retirement planning and social security maximization
• Estate planning and non-cash compensation analysis
• Tax planning

Our Approach

At SARSI, we believe in a collaborative and personalized approach to financial planning. We take the time to understand your unique needs, goals, and aspirations. Our team of experienced professionals will work with you to develop a customized plan that aligns with your financial situation and life goals.

Our Values

• Client-centricity: We prioritize your needs and goals and are committed to providing personalized and responsive service.
• Integrity: We are fiduciaries and act with utmost transparency and honesty.
• Integrity: We prioritize transparency and clear communication throughout the process.
• Discipline: We make informed and rational decisions based on your individual situation.

Working with SARSI

When you choose SARSI, you get more than just financial expertise. You get a trusted partner who will guide and support you every step of the way. We are committed to helping you achieve financial peace of mind and build a secure financial future.