Fidelis Wealth Employee Directory

Financial ServicesUnited States2-10 Employees

SAA Financial is a comprehensive financial solutions provider, helping members of the Metro Detroit community achieve their long-term financial goals since 1995. As a second generation family-owned, client-centric organization, we focus on building meaningful relationships with those we serve. We maintain an open-door policy and offer a personalized, positive client experience at each encounter.

SAA Financial was created to help retirement savers and investors of all ages plan for and reach their long-term financial goals. While we offer comprehensive investment management services for all types of investors, we have a niche and specialty in serving Fidelity 403(b) Plan Participants who live and work in the local community.

As a full-service advisory firm, clients are never put into a “plug-and-go” investment plan (like many other comparable firms may do). Instead, we deliver personalized investment recommendations and tactical portfolio management solutions. Our highly credentialed and experienced advisors work to strategize, implement, monitor and maintain each client account to keep investment plans on track.

Securities offered through Resource Horizons Group, L.L.C. Member FINRA/SIPC. Advisory services offered through Resource Horizons Investment Advisory1350 Church St Ext NE, 3rd Floor Marietta, GA 30060 770-319-1970

Sign up for free to view info

Company overview Email format