401k Rollover Services in Sunrise, FL
Whether you're starting a new job or embarking on a new business venture, it's essential not to let your 401k funds get lost along the way. If you need to roll over your 401k, come to Sajo Financial Corp. and let us help you reallocate the money you've worked so hard to save.
Personalized Financial Solutions
At Sajo Financial Corp., we work hard to give our valued clients the personalized service they need. When you come to us, we'll take the time to review your financial circumstances and understand your needs and goals. Every member of our team is dedicated to helping you make the best accounting-related decisions for now as well as the future, and we'll go out of our way to earn your business and trust.
If you want options for a 401k rollover, our team is at your service. Call today to schedule an appointment and learn more.
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