


SFI Advisors Email Formats
Financial Services • Montclair, New Jersey, United States • 11-20 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.
| Format | Example | Percentage |
|---|---|---|
{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
Christopher Sampers
Director Of Corporate Services
James P. Lawler
Director Of Operations
Peter Goodman
Director Of Insurance And Risk Management Services
Company overview
| Headquarters | 79 Midland Avenue, Montclair, NJ 07042, US |
| Phone number | +18775361014 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| 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 |
| Founded | 1968 |
| Employees | 11-20 |
| 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
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.
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Frequently asked questions
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