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Specializing in the Academic Community
Welcome to Sacks & Associates, LLC. Sacks & Associates, LLC is a privately held wealth advisory firm established in 2008. Our experienced team of professionals provides investment management and retirement planning for individuals, families, trusts, and corporations(ie. 401K plans, and pension plans). Additionally, we provide advice on important financial and wealth preservation issues, including: Retirement Planning, Estate Planning, Insurance, and College Planning. Comprehensive financial plans coupled with a full array of products and services aid in our ability to meet your long-term financial goals and objectives. We maintain close relationships with clients and provide a high level of service. Sacks & Associates specializes in relationships with Doctors and Professors that participate in the New Jersey State Alternate Benefit Plans.
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