401k Planning in Sunrise, FL
Whether you're new to the workforce or are nearing retirement, one thing's for sure: You can benefit from the help of a 401k advisor.
Customized Solutions for Your Business
At Sajo Financial Corp., we work hard to help our clients make the most of their 401k plans. When you work with us, we'll take the time to understand your financial goals and objectives. Perhaps you want to retire early; or maybe you're looking to travel a lot during retirement. Whatever your dreams and plans happen to be, we'll do our best to help you achieve them. No matter how much money you have in your 401k plan, we'll recommend investment options designed to produce the results you're after.
Don't spin your wheels trying to figure out how to manage your 401k. Let a member of our team provide the guidance you need. Call us today to schedule an appointment.
David has been doing my taxes for over 10 years and has always given me great service. His work has been thorough and always on time . I would recommend him to anyone who needs professional frienly service.
Extremely Professional in the handling and following through with my needs and requirements
I met with the representative of Sajo Financial several years ago to review my portfolio. After spending several hours reviewing the paperwork I brought to him and expressing in details my needs going forward, he was able to prepare a detailed and extensive plan that showed me what he recommended for me to do. Not only was the plan comprehensive it was prepared in a language that was quite understandable and did not contain any language that was vague that is usually found in most plans of this type. After two years I must say that I am quite happy with the results.
High quality service
David is an awesome Accountant and Insurance Provider. I have been working with him since 1996 and he has always provided me with great service and results. I would recommend him to anyone.
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- Masters Of Science In Accounting (MAcc)
- Licensed Florida Insurance Agent
- Member Sunrise Chamber Of Commerce