Sax Wealth Advisors Email Formats
Financial Services • 
Rainbow Lakes, New Jersey, United States • 21-50 Employees
Sax Wealth Advisors Email Formats
Sax Wealth Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@saxwa.com), used 62.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@saxwa.com | 62.2% |
{first name}{last name} | johndoe@saxwa.com | 37.8% |
Key Contacts at Sax Wealth Advisors
Eric Seidman
Partner, Retirement Plan Director
Jack Cassidy
Director Of Investment Strategy
Company overview
| Headquarters | 389 Interpace Pkwy, Floor 3, Parsippany, New Jersey 07054, US |
| Phone number | +19738592199 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Employer Retirement Services, Individual & Family Wealth Planning, Portfolio Advisory & Management |
| Employees | 21-50 |
| Socials |
About Sax Wealth Advisors
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, 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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Sax Wealth Advisors has 21 employees across 4 departments.
Departments
Number of employees
Funding Data
Sax Wealth Advisors has never raised funding before.
Sax Wealth Advisors Tech Stack
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Netherlands
United Kingdom
Germany
South Africa
Frequently asked questions
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