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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara C. Nevils is a financial advisor with Sax Wealth Advisors, LLC. Barbara has been in the industry since September 2005. She has a designation as a Certified Financial Planner. Barbara specializes in Financial Planning, Pension Consulting, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals. Barbara has been registered with the state of New Jersey since February 2024. Currently, Barbara is a financial advisor at Sax Wealth Advisors, LLC in Parsippany, NJ and Jacksonville, FL.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
02/01/2024 - Present
SAX Wealth Advisors, LLC (JACKSONVILLE FL)
Active
Inactive
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