Personal Financial Planning

At Satty, we understand that the entire financial picture of a client—most of which is directly affected by our services—can contain some areas that presently we do not touch ourselves. Such is the case at this point in time, with financial planning.

Throughout Satty’s seventy plus years of service, many clients have expressed concern with the level of their personal financial planning. In response to this concern, Satty has established relationships with several well regarded financial planning organizations. Together we work with the key personnel of these firms as a team to help realize your financial goals.

We would be happy to give you the contact information of several, and let you make the choice of the firm with which you want to establish a relationship. For further information, contact us at any time.