Team Saka

When you became my client, you placed your trust in me to help make your goals a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

As a team, excellence is our main driving factor.

A part of our team not mentioned below are some of the industry's finest        Wealth Management Advisors, Estate Planning attorneys, Real Estate attorneys, CPA's, CFP's, Group Benefit Providers and Market Strategists.

Below is our specialized client interaction team.

If at any time you have a question, concern or need, please do not hesitate to contact us.

Photo of Associate Financial Representative Brian Adam Pomerant

Brian Adam Pomerant

Associate Financial Representative

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Joshua M Saka

Financial Planning Analyst

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Simon Assouline

Director of Client Services

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Joseph Saka

Director of New Business