SFI Advisors Email Format

Financial ServicesNew Jersey, United States2-10 Employees

SFI Advisors operates in the financial services sector, offering services aimed at helping families, individuals, and corporate clients organize, grow, and protect their assets. Its approach includes personalized planning, investment management, and insurance services for individuals and families, as well as tailored corporate planning, employee and executive benefits, retirement plan management, and business succession services for corporate clients. The firm is based in Montclair, New Jersey, and serves a small team, with its activities conducted through registered investment advisor structures and affiliated securities offerings. A notable recent development is its investment into a stake in the Flaherty & Crumrine Preferred Securities Income Fund, indicating engagement with diversified asset management strategies. The organization adheres to standard compliance disclosures typical of the wealth management industry and directs clients to broker-check resources for professional background verification.

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