Shaun Roberts Associates
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
4355 Hylan Blvd, Staten Island, New York...Phone Number
(718) 967-1272Website
www.srawealthadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Shaun Roberts Associates
SRA Wealth Advisors is an independent tax and financial services firm based in Staten Island, New York, catering to individuals and small business owners in the tri-state area and beyond. The firm aims to combine tax and financial advisory services into a single resource, focusing on long-term client relationships and personalized care. They offer a range of services including retirement planning, wealth management, and estate strategies, with a commitment to educating clients on investment opportunities and tax strategies. SRA Wealth Advisors serves a diverse clientele, including entrepreneurs, executives, pre-retirees, retirees, and high-net-worth individuals.Explore more
Shaun Roberts Associates Org Chart
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SRA Wealth Advisors is an independent tax and financial services firm based in Staten Island, New York, catering to individuals and small business owners in the tri-state area and beyond. The firm aims to combine tax and financial advisory services into a single resource, focusing on long-term client relationships and personalized care. They offer... Read More
