S & A Financial Strategies & Services, LLC
S & A Financial Strategies & Services, LLC (CRD# 140188) is a financial advisory firm headquartered in Cherry Hill, NJ. They manage $3,919,930 in 18 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$217,774
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ, NY, PA
Steven Tambone (CRD# 4323965) is an Investment Advisor Representative working at S & A Financial Strategies & Services, LLC in Cherry Hill, NJ and has over 15 years of experience in the finance industry. Steven Tambone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.