Wealth Management with SSF Financial
Wealth planning can and should begin at any stage of life and with any size asset base. To complement our attest and tax services, SSF is pleased to introduce Sensiba San Filippo Financial Advisers (SSF Financial), an independent financial advisory firm whose hallmark is the delivery of personalized and comprehensive wealth advisory services. Free from the conflicts that inhibit many broker/dealers, money managers, investment banks or trading desks, SSF Financial is compensated on a fee-only basis and offers objective advice based upon each client’s individual needs and goals.
Clients include both individuals and institutional organizations, typically consisting of those that lack either the time or the specialized training and experience necessary to effectively manage increasingly complex financial affairs.
SSF Financial Managing Director: Ramon Polin.
Contact SSF Financial to learn more about their services or to arrange a free personalized consultation.