Saffer Wealth Strategies

Saffer Wealth Strategies (CRD# 114028) is a financial advisory firm headquartered in , . They manage $1,397,342 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $116,445
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Saffer Wealth Strategies
Showing 1 - 2 of 2 top financial advisors.
1
Stephen K. Kent
CRD#: 2120111
Phoenix, AZ
90
Wealthminder
score

Stephen Kent (CRD# 2120111) is an Investment Advisor Representative working at Saffer Wealth Strategies in Phoenix, AZ and has over 26 years of experience in the finance industry.

2
Ronald G. Saffer
CRD#: 408933
Phoenix, AZ
73
Wealthminder
score

Ronald Saffer (CRD# 408933) is an Investment Advisor Representative working at Saffer Wealth Strategies in Phoenix, AZ and has over 31 years of experience in the finance industry.

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