Featured Business Financial Advisor in Warrenville, IL
Warrenville Financial Advisors
SAI Financial Services
27575 Ferry Road, Suite 100
Warrenville, IL 60555
Phone Number
Advisor Profile
Name:  Michael Cirelli
Website:  Visit Website

About SAI Financial Services

SAI Financial Services is a comprehensive financial planning firm that has been in business since 1985. Jeff Scheithe, CFP and Michael Cirelli are the principal partners at SAI Financial Services with a complete service team behind them to care for their clients needs.

Jeff and Michael are fiduciaries, which means we put the interests of our clients before our own. Jeff has been a Certified Financial Planner for over 20 years and Michael has completed all of his coursework for the CFP and plans to sit for the exam in early 2019.

SAI Financial Services is located in Warrenville, IL and we also have a second office location in Wheaton, IL.
 

General Information

CRD#:    6492810
Insurance License#:    17887590
Name of Broker/Dealer:    Woodbury Financial Services
Name of Custodial Firm:    Pershing LLC
States Licensed in:    AZ, FL, GA, IA, IL, IN, OR, PA, TX, WI
States Willing to do Business in:   
Years of Experience in Financial Services:    4
Number of Years with Current Firm:    4
 

Qualifications & Memberships

Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Variable Life, Life, Variable Annuity, Long Term Care, Health, Annuity, Disability
 

Firm Information

Firm's Number of Clients:    115
Firm's Number of Planning Clients:    95
Firm's Number of Managed Clients:    95
Assets Managed by Firm:    $170 Million
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:    1%
Additional Details on Charges:    Fees may vary based on account sizes but they will always be transparent to the client
 
 
 
Prepared By: Michael Cirelli

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