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SFI Advisors

SFI Advisors Email Formats

Financial ServicesFlag of USMontclair, New Jersey, United States11-20 Employees

SFI Advisors Email Formats

SFI Advisors uses 3 email formats. The most common is {first initial} (e.g., j@sfiadvisors.com), used 57.1% of the time.

FormatExamplePercentage
{first initial}
j@sfiadvisors.com
57.1%
{first initial}{last name}
jdoe@sfiadvisors.com
28.6%
{first name}
john@sfiadvisors.com
14.3%

Key Contacts at SFI Advisors

Flag of US

Christopher Sampers

Director Of Corporate Services

Flag of US

James P. Lawler

Director Of Operations

Flag of US

Peter Goodman

Director Of Insurance And Risk Management Services

Company overview

Headquarters79 Midland Avenue, Montclair, NJ 07042, US
Phone number+18775361014
Website
NAICS52
SIC628
Keywords
Strategic Planning, Life Settlements, Business Succession Planning, Employee Benefits, Wealth Management, Income Planning, Disability Insurance, Consulting, Coaching, Health Insurance, Retirement Planning, Life Insurance, Executive Benefits, Financial Planning, Human Resources, Investment Advisory, Investment Management, Corporate Consulting, Family Office Services, 401K And Corporate Retirement Plans, Long Term Health Care Planning
Founded1968
Employees11-20
Socials

About SFI Advisors

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

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Director

Employees by Department

SFI Advisors has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

SFI Advisors has never raised funding before.

SFI Advisors Tech Stack

Discover the technologies and tools that power SFI Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Microsoft 365

Microsoft 365

Email

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

RankMath SEO

RankMath SEO

SEO

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Google Hosted Libraries

Google Hosted Libraries

CDN

Google Tag Manager

Google Tag Manager

Tag managers

Nginx

Nginx

Reverse proxies

Frequently asked questions

SFI Advisors is located in Montclair, New Jersey, US.
You can reach SFI Advisors at +18775361014.
SFI Advisors was founded in 1968, making it 58 years old. The company has established itself as a significant player in its industry over this time.
SFI Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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