Financial planning is not a one-time task. As life evolves, so do your financial priorities, making it essential to periodically assess whether your financial strategy still aligns with your changing goals. Read our blog to find out if they are still working for you: https://bit.ly/3DjH8cc Andrew MacDougall, CFP?, ChFC?, RICP?
Sapers & Wallack, Inc.
金融服务
Newton，Massachusetts 1,218 位关注者
Creative Thinking. Customized Solutions. Caring about you since 1932.
关于我们
Founded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management advisory firm. Non-profits, venture-backed and private equity portfolio companies, family-owned businesses and high net worth individuals appreciate and utilize the professionals at S&W both for their ability to deliver innovative, cost-effective solutions as well as their thoughtful, customized management approach. Now stewarded by the third generation of founding families, integrity remains Sapers & Wallack’s guiding principle. Disclaimer: Securities offered through Lion Street Financial, LLC (LSF) (512.776.8400), member FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA) and Csenge Advisory Group, LLC. LSF and LSA are not affiliated with Sapers & Wallack or Csenge Advisory Group. None of these companies provides tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
- 网站
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https://www.sapers-wallack.com/
Sapers & Wallack, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Newton，Massachusetts
- 类型
- 私人持股
- 创立
- 1932
- 领域
- Insurance、Group Benefits、Investment Management、Retirement Planning、Financial Planning、Charitable Strategies、Executive Benefits、Wealth Management、Retirement Plans和Business Continuity
地点
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主要
获取路线
313 Washington Street
308
US，Massachusetts，Newton，02458
Sapers & Wallack, Inc.员工
动态
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“Most workers approaching their retirement years haven’t saved enough money to retire full time at age 65 and continue their current level of spending. Let that disturbing conclusion sink in for a while.” Forbes recent article unpacks “Why You Mayne Need To Rethink Your Retirement, Work And Spending” https://lnkd.in/enqYv4B9 Sapers & Wallack, Inc. Aviva Sapers
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Approaching Tax Season, have you optimized the impact and incentives of your Charitable Giving for the year? ? Tailored Charitable Strategies can focus your giving, maximize the results, and be customized to work in your favor when taxes are due. Reach out to learn more: https://bit.ly/437oVsK Sapers & Wallack, Inc. Aviva Sapers
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We would like to welcome the newest addition to the Sapers & Wallack, Inc. family. See below
We are delighted to welcome Patrick Casserly as the Vice President of Corporate Retirement Plans at Sapers & Wallack, Inc. & Wallack. With a wealth of experience spanning over 15 years in financial services and corporate retirement plan services. Patrick is a fantastic addition to our team! Aviva Sapers
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I'm very excited to join the Sapers & Wallack team!
We are delighted to welcome Patrick Casserly as the Vice President of Corporate Retirement Plans at Sapers & Wallack, Inc. & Wallack. With a wealth of experience spanning over 15 years in financial services and corporate retirement plan services. Patrick is a fantastic addition to our team! Aviva Sapers
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Listen to our new podcast to learn how work-based Financial Wellness Programs can help to reverse the educational shortcomings around personal finances for an empowered and productive workforce: https://bit.ly/4if8rTD Jordan Smith Aviva Sapers Sapers & Wallack, Inc.
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We are delighted to welcome Patrick Casserly as the Vice President of Corporate Retirement Plans at Sapers & Wallack, Inc. & Wallack. With a wealth of experience spanning over 15 years in financial services and corporate retirement plan services. Patrick is a fantastic addition to our team! Aviva Sapers
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At the end of last year, Morgan Stanley suggested ‘6 Financially Smart Ways to Start 2025’. ? From household budgeting to revisiting asset allocations, how many of the six have you examined to help start the year’s financial outlook on a proactive footing? https://lnkd.in/gWpmxV3T? Sapers & Wallack, Inc. Aviva Sapers
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Where/when did financial literacy in the American workforce go so wrong, and what can be done to bridge the education gaps that have led to increased stress and loss of production? ? Jordan Smith, Director of Financial Education at Sapers & Wallack, discusses roots, impacts, and mitigation plans around Financial Wellness in our new podcast:?https://bit.ly/3F67kXZ Aviva Sapers Jordan Smith Sapers & Wallack, Inc.
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With higher payouts and simplified options, annuities offer a reliable tool for securing retirement income. Our latest blog by Aviva Sapers, CEO of Sapers & Wallack digs deeper into how annuities can help you: https://bit.ly/4jKL0TS Aviva Sapers Sapers & Wallack, Inc.