Eli M. Sandler, Financial Advisor

Eli M. Sandler

Financial Advisor

“Providing advice on a multitude of complex financial decisions that assist clients build assets and preserve wealth.”

My Focus:

Retirement planning for individuals, business owners, self-employed persons, executives and retirees.

Business retirement plan development and implementation – 401(k), Defined Benefit Plans, Pension, Profit Sharing, SIMPLE & SEP.

  • Tax Minimization Strategies
  • Wealth Preservation Planning
  • Business Succession Planning
  • Stock Option Strategies & Programs
  • 529 College Saving Plans
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

My mission is only accomplished by
acting with integrity, professionalism
and prudence, thereby helping to
meet your financial goals.
Client relationships are established through a process of careful listening. Only then can a disciplined, focused investment strategy be properly developed.
There is no greater satisfaction than delivering a focused financial strategy
to help each client reach his or her ultimate objective.

Mr. Sandler is licensed Series 7, 63, 65, Life Insurance, Variable Annuity, Health and Long Term Care.

    INTEGRITY     •     COMMITMENT     •     TRUST     •     PROVIDING VALUE