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Sayegh Wealth Management
- Investment Service
- Staten Island, NY
About this business
About Sayegh Wealth Management Mission Statement Our mission is to help as many people as we can while building strong, empowering, and valuable relationships with our clients. My Broker-Dealer: Cetera Investment Services I’m affiliated with Cetera Investment Services, one of the premier broker-dealers in the industry. They’re responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure they can meet obliga... read more
Location details
2555 Richmond Avenue, Suite 210, Staten Island, NY, 10314, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Providing a five star rating for Steve does not truly encapsulate the whole value we have received for his services for the past 7 years. His financial management acumen, professionalism and customer service aptitude exceed any expectations, whether you’re savvy in the business or a novice. My father passed in 2014, leaving my mother a considerable amount of money in a variety of different buckets. Steve not only managed to supersede our expectations in gains, but provided on-the-spot consultations anytime we needed underst... read more
Steve Sayegh “Mr Professionalism Personified”. As our financial advisor for the past 15 years he has become like one of the family. It doesn’t matter what time or what day of the week he always answers our call and answers our questions. On the off chance he is not familiar with the question he researches and comes back with a couple of choices for our needs. He is thoughtful, kind and always considerate of us. We recommend Steve and his company and wish him more success in the future. We know he will deliver.
Steve has been my financial advisor for over 20 years now and goes above and beyond all aspects of professionalism. He constantly monitors my investments and always seems to know when to move things around. Another big plus is that he has an assistant Jennifer who is also on top of all matters. In the beginning i was always a bit leery of "financial advisors" but when i met Steve all that went away. Oh yes and most important I am making money on my accounts and am extremely happy with their services. HIGHLY RECOMMENDED!!!
Steven’s knowledge and professionalism are unparalleled and I am so impressed with his attention to detail. Perhaps though, equally as important, was his kindness and compassion. He made a very stressful situation so much easier. His clear and concise explanations put our family at ease. I highly recommend Sayegh Wealth Management for your financial planning needs.
Steve has been my parents' financial advisor for several years. In April of 2020 I lost my father to COVID-19. Steve went out of his way to help my mother through what has been the toughest time in her life and in our family's lives. There were several things that needed to be taken care of that took an exorbitant amount of time and effort on his part. He came to my mother's house and met with us almost on a weekly basis to take care of everything. He is kind, compassionate, professional and does not pressure you into a... read more
Frequently asked questions about Sayegh Wealth Management
How is Sayegh Wealth Management rated?
Sayegh Wealth Management has a 5 star rating with 16 reviews.
When is Sayegh Wealth Management open?
Sayegh Wealth Management is closed now. It will open tomorrow at 8:00 a.m.