Sacks & Associates, LLC
Sacks & Associates, LLC (CRD# 174909) is a financial advisory firm headquartered in Bridgewater, NJ. They manage $176,745,527 in 357 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management177MILLION
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Total Number of Accounts357ACCOUNTS
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Average Account Value$495,086
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, FL, MD, NJ, NY, PA, TX
Edgar Lara (CRD# 3241195) is an Investment Advisor Representative working at Sacks & Associates, LLC in Bridgewater, NJ and has over 19 years of experience in the finance industry.
Neil is the principal and founder of Sacks & Associates which he established in 2008, and a 40 + year veteran of the financial industry. His deep knowledge of industry best practices helps provide clients with a retirement and investment plan that best fits their needs. Additionally, he is extremely knowledgeable regarding the New Jersey Alternative Benefits Program where he worked exclusively with college professors for over 20 years and understands the nuances and details of the program.
Jaime Young (CRD# 4458645) is an Investment Advisor Representative working at Sacks & Associates, LLC in Bridgewater, NJ and has over 21 years of experience in the finance industry.