About SAVVI FINANCIAL LLC
Savvi Financial LLC is a highly experienced and knowledgeable financial firm, providing top-of-the-line services to its clients. With years of experience and a team of experts, Savvi Financial LLC has gained a reputable reputation in the financial industry for its sound and strategic financial advisory services. Offering a broad range of financial services, Savvi Financial LLC aims to help clients achieve their financial goals and build long-term financial stability.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice for clients
- Assists clients in reaching their financial goals
- Offers personalized financial planning services
- Utilizes strategic and analytical approach to financial management
Facts and Insights
Here are some important facts and insights about Savvi Financial LLC:
- Assets Under Management: As of 2021, Savvi Financial LLC manages over $500 million in assets.
- Number of Advisors: Savvi Financial LLC has a team of 10 highly qualified and experienced financial advisors.
- Time in Business: The firm has been in business for over 15 years, providing financial services to clients across different industries.
Financial Services Offered
Savvi Financial LLC offers a comprehensive range of financial services, including:
- Investment management and portfolio analysis
- Retirement planning and wealth management
- Estate planning and asset protection strategies
- Tax planning and preparation services
- Education planning and college savings strategies
Client Types
Savvi Financial LLC caters to a wide range of clients, including:
- High-net-worth individuals
- Business owners and entrepreneurs
- Professionals in various fields
- Retirees and pre-retirees
Fees & Compensation
Savvi Financial LLC operates on a fee-only basis, which means the firm only charges clients for the services provided and does not earn commissions from financial products. This fee structure ensures that clients receive unbiased and objective financial advice.
Background
Savvi Financial LLC was founded in 2005 by financial experts with a vision to provide top-notch financial advisory services to clients. The firm is headquartered in New York City and has expanded its services to clients across the United States. With a team of highly qualified advisors and a commitment to professionalism and excellence, Savvi Financial LLC continues to grow and help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Savvi Financial LLC is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean track record with no disclosed disciplinary actions. For more information on potential conflicts of interest, you can visit the firm’s Form ADV on the Securities and Exchange Commission’s website.