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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 |
Steven is an in person advisor proficient assessing one's financial situation and is certainly accessible. His friendly demeanor, skill and experience puts me at ease as he suggests strategies and investments that I can feel comfortable with. He has configured a personalized retirement plan which has made my money grow well.
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
My husband and I are extremely pleased with the services Steven has provided. He is extremely patient and has answered every question we have asked. There is never any rush and we feel at ease working with him. He is very organized and true professional. We highly recommended Steven.
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!!!
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 on Monday at 8:00 a.m.