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Michael Cirelli

SAI Financial Services

27575 Ferry Road
Suite 100

Warrenville, IL 60555
(630) 6158289

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 2020.

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

General Information

Firm Start Year

1985

No.of Employees

5-9

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

Years of Experience in Financial Services

6

Number of Years with Current Firm

6

Qualifications & Membership

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

135

Firm's Number of Planning Clients

105

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

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

Education

Bachelors in Economics -

Illinois State University
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