Founded in 1990, Sander A. Kessler & Associates, Inc. is an independent financial advisory firm that operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions. The firm is registered with the U.S. Securities and Exchange Commission (SEC) and acts as a fiduciary, which legally binds it to act in its clients' best interests. Its core services include personalized investment management, retirement planning, estate planning, and holistic financial planning for individuals, families, and trusts.

Founded in

United States