Saposh and Malter Inc. Email Format

Financial ServicesNew York, United States2-10 Employees

Saposh & Malter provides financial consulting and planning services appropriate for those who desire to take a hands-on approach to reaching definable financial objectives. Saposh & Malter’s financial and consulting clients range from high net worth individuals with substantial financial assets to those who are not presently wealthy but have begun accumulating assets and would like to achieve financial security.

Saposh & Malter’s Financial Advisory Services are tailored to the requirements of each client. They can be as extensive as a comprehensive financial plan, or limited in scope to the analysis of specific issues, such as estate planning, refinancing a home, life insurance needs, saving for a child's education, handling a divorce, or planning for retirement. Through interviews, research, and analysis we ascertain financial issues critical to each client, and outline a program to help them resolve such issues while remaining on track to reach their financial goals.

Whatever the objective, Saposh & Malter will work to help each client determine where they stand today, and where they would like to be in the future. Saposh & Malter then helps set and maintain a course toward attainment of a comfortable future.

Why Fee-Only?

Saposh & Malter has always believed that each client deserves the security of knowing for whom their investment manager is really working. Thus we have consciously chosen to forego commission-based sales or representation of specific investment products. Our clients know our advice and services are free of the conflict of interests associated with commissions, product sales, and hidden fees. We work only for you, our client.

Sign up for free to view info

Company overview Employee directory