Sacks & Associates

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

1160 Us Hwy 22 Ste 202, Bridgewater, New...

Phone Number

(908) 864-4950

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Sacks & Associates

Sacks & Associates Wealth Management is a privately held wealth advisory firm established in 2008, providing investment management and retirement planning services for individuals, families, trusts, and corporations. Their offerings include asset management, retirement planning, estate planning, risk management, and tax planning, all aimed at helping clients achieve their long-term financial goals. The firm specializes in building relationships with professionals such as doctors, lawyers, accountants, and college professors. Sacks & Associates emphasizes a personal approach to wealth management, ensuring a high level of service and tailored financial strategies.Explore more
Sacks & Associates's Social MediaPopular SearchesSacks & Associates LLCSacks & Assoc PCSacks & Associates Wealth ManagementSacks AssociatesSACKS Drivers TrainingSIC Code 62,628NAICS Code 52,523Show more

Sacks & Associates Org Chart

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Principal and Founder

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Operations Specialist

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Operations Specialist

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Senior Financial Advisor

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Senior Financial Advisor

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Financial Planner

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Research Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sacks & Associates

<$5M
1-10
Private
-
2008
$5.6M
11-50
Private
-
2015
JK
Joseph KloecknerFinancial Advisor
<$5M
11-50
Private
-
1998
JM
Jaye MuellerTeam Member
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1953
CM
Connie McDonaldClient Services Receptionist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sacks & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sacks & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sacks & Associates.

Sacks & Associates Tech Stack

A closer look at the technologies used by Sacks & Associates

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Frequently Asked Questions Regarding Sacks & Associates

What is Sacks & Associates's official website?
Sacks & Associates's official website is www.sacks-associates.com
What is Sacks & Associates's Revenue?
Sacks & Associates's revenue is <$5 Million
What is Sacks & Associates's SIC code?
Sacks & Associates's SIC: 62,628
What is Sacks & Associates's NAICS code?
Sacks & Associates's NAICS: 52,523
How many employees does Sacks & Associates have?
Sacks & Associates has 1-10 employees
What industry does Sacks & Associates belong to?
Sacks & Associates is in the industry of: Finance, Securities Trading
What is Sacks & Associates competition?
Sacks & Associates top competitors include: Copper Canyon Wealth Management, Seamount Financial Group, Encompass Wealth Management, Bay Harbor Wealth Management
What technology does Sacks & Associates use?
Some of the popular technologies that Sacks & Associates uses are: WordPress.org, reCAPTCHA, PHP, Smarsh
How do I contact Sacks & Associates?
Sacks & Associates contact info: Phone number: (908) 864-4950 Website: www.sacks-associates.com
What does Sacks & Associates do?

Sacks & Associates Wealth Management is a privately held wealth advisory firm established in 2008, providing investment management and retirement planning services for individuals, families, trusts, and corporations. Their offerings include asset management, retirement planning, estate planning, risk management, and tax planning, all aimed at helpi... ng clients achieve their long-term financial goals. The firm specializes in building relationships with professionals such as doctors, lawyers, accountants, and college professors. Sacks & Associates emphasizes a personal approach to wealth management, ensuring a high level of service and tailored financial strategies.Read More

What are Sacks & Associates social media links?
Sacks & Associates Linkedin page Sacks & Associates Facebook page
Is Sacks & Associates a public company?
Sacks & Associates is private company therefore does not currently have an official ticker symbol
See more information about Sacks & Associates

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