Unclaimed
Marie Conti-decaprio is a financial advisor who has been in the industry since December 2003. Marie is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL ANALYST® charterholder. Marie is currently registered with SAX Wealth Advisors, LLC in Parsippany, NJ and has been with the firm since February 2015. Marie specializes in providing financial planning, portfolio management, and selection of other advisers.
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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NJ
04/21/2015 - Present
SAX Wealth Advisors, LLC (PARSIPPANY NJ)
Active
Inactive
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