Sayegh Wealth Management

Sayegh Wealth Management is a financial planner in Staten Island, NY. The firm provides services focused on asset and income protection, retirement income planning, and legacy planning to help clients achieve financial freedom. With a 5.00 rating, the firm serves individuals seeking professional guidance in managing their wealth and financial fitness.

Led by founder and wealth management advisor Steven Sayegh, who has worked in the financial services industry since 2001, the team includes Sales and Service Assistant Jennifer Travolino-Rizzo. The firm operates with an emphasis on client education, aiming to translate complex financial concepts into understandable information that empowers clients to make informed decisions. Their service process involves meeting to build relationships, analyzing financial information to provide specific recommendations, and implementing ongoing strategies. As an independent advisor affiliated with Cetera Investment Services, the firm focuses on providing personalized solutions without the influence of sales quotas or proprietary product pushes.

The office is located on Richmond Avenue in Staten Island. It is situated near the US Social Security Administration and is a short drive from Springville Creek, Public School 58, and Richmond Preparatory Charter School.

The business maintains well-documented information online, ensuring that their professional details are easily accessible. Their digital presence is well-optimized, allowing for clear and consistent communication with the community.

Sayegh Wealth Management provides dedicated financial planning and wealth management services to the residents of Staten Island.