Advisor at S & A Financial Strategies & Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
S & A Financial Strategies & Services, LLC
Location
Cherry Hill, NJ 08034
Credentials
Series 65
Industry experience
7 years
Marion Tambone is a financial advisor with S & A Financial Strategies & Services, LLC in Cherry Hill, NJ, holding a Series 65 designation and seven years of industry experience. Prior to joining the firm, Tambone worked at Conner Strong & Buckelew in various roles since 2016 and also spent two years at Westin Philadelphia. Outside of advising, Tambone serves as an auditor for an insurance and risk management firm, focusing on auditing client companies’ medical plans. S & A Financial Strategies & Services, LLC is a fee-only registered investment adviser serving primarily individual clients and some small businesses. The firm emphasizes life-goals financial planning and typically uses low-expense mutual funds and ETFs, managing accounts in a mostly non-discretionary manner with weekly monitoring and client authorization required for trading.
Based on S & A Financial Strategies & Services, LLC
$0 - $500,000: 1.2% $500,001 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.5%
$350 per hour for Life Goals Planning and General Consulting
Account minimum: $400,000 Minimum fee: Minimum financial planning fee of $1,500 for Life Goals Planning Fee-only: Firm is fee-only, no commissions or other compensation from anyone
1101 North Kings Highway Suite 204
Cherry Hill, NJ 08034
New Jersey
Conner Strong & Buckelew
2025 - Present (1 year)
Conner Strong & Buckelew
2019 - 2025 (6 years)
Conner Strong & Buckelew
2017 - 2019 (2 years)
Conner Strong & Buckelew
2016 - 2017 (1 year)
Westin Philadelphia
2014 - 2016 (2 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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