Sachs Financial Group, Inc. is an independent financial advisory and wealth management firm based in West Hartford, Connecticut. The company focuses on building long-term client relationships by providing personalized financial strategies for individuals, families, and business owners. Their stated mission is to help clients identify their goals and create a comprehensive financial plan to achieve them through services that include investment management, retirement planning, insurance solutions, and estate planning. They operate by affiliating their advisors with a larger broker-dealer and registered investment adviser (Kestra Investment Services, LLC and Kestra Advisory Services, LLC, respectively) to offer securities and advisory services.

Founded in

United States