Request an appointment
Stephen Sassi

Here to act in your best interests

About me

As a financial advisor, I believe that financial planning and investment management go hand in hand. It is an honor and a privilege to help clients gain the confidence and peace of mind that comes from having a purposeful and comprehensive strategy in place. Outside of the office, I enjoy spending time with family and friends.


Chartered Retirement Planning Counselor™


Bachelor of Arts, Rutgers University

Request an Appointment

Visit one of our Locations

New York IV - Red Bank

328 Newman Springs Road
Suite #1
Red Bank, NJ 07701

Explore location

New York II - Grand Central

340 Madison Avenue
22nd Floor
New York, NY 10173

Explore location

New York VI - Staten Island

406 Forest Avenue

Staten Island, NY 10301

Explore location

Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning