SFI Advisors

Sfi Advisors

Financial Services, 79 Midland Ave, Montclair, New Jersey, 07042, United States, 11-50 Employees

sfiadvisors.com

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Who is SFI ADVISORS

Helping clients organize, grow and protect their assets. Families and Individuals - Realizing your goals with personalized planning, investment management, and insurances services. Corpor...

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  • 79 Midland Ave, Montclair, New Jersey, 07042, United States Headquarters: 79 Midland Ave, Montclair, New Jersey, 07042, United States
  • 1968 Date Founded: 1968
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 1521 | NAICS Code: 523930 | Show More

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SFI Advisors Org Chart and Mapping

Employees

Christopher Sampers

Director of Corporate Services

Peter Goodman

Director of Insurance and Risk Management Services

James Lawler

New Business Manager - Insurance Services

Judith Panos

Financial Advisor, Registered Representative

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Frequently Asked Questions Regarding SFI Advisors

Answer: SFI Advisors's headquarters are located at 79 Midland Ave, Montclair, New Jersey, 07042, United States

Answer: SFI Advisors's phone number is 87********

Answer: SFI Advisors's official website is https://sfiadvisors.com

Answer: SFI Advisors's revenue is $10 Million to $25 Million

Answer: SFI Advisors's SIC: 1521

Answer: SFI Advisors's NAICS: 523930

Answer: SFI Advisors has 11-50 employees

Answer: SFI Advisors is in Financial Services

Answer: SFI Advisors contact info: Phone number: 87******** Website: https://sfiadvisors.com

Answer: Helping clients organize, grow and protect their assets. Families and Individuals - Realizing your goals with personalized planning, investment management, and insurances services. Corporate Services Achieving results with tailored Corporate planning, employee and executive benefits, retirement plan management, and business succession services. Compliance Disclaimers Investment and advisory services offered through SFI Advisors, LLC, a Registered Investment Advisor. Securities offered through Private Client Services, member FINRA/SIPC. SFI Advisors is not affiliated with Private Client Services. Notice: SFI Advisors, LLC. nor Private Client Services (PCS) accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. SFI Advisors and PCS reserve the right to monitor all e-mail. Any information provided in this e-mail has been prepared from sources believed to be reliable, but is not guaranteed by PCS and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer. To check the background of any of our investment professionals, please visit FINRA's BrokerCheck

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