Stephen
Sassi
CRPC™
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.
Certifications
Chartered Retirement Planning Counselor™
Education
Bachelor of Arts, Communication - Rutgers University
Visit one of our Locations
New York IV - Red Bank
328 Newman Springs Road
Suite #1
Red Bank, NJ 07701
New York VI - Staten Island
406 Forest Avenue
Staten Island, NY 10301
New York II - Grand Central
340 Madison Avenue
22nd Floor
New York, NY 10173
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 financial 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 financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
