Sacks & Associates, LLC

Neil Sacks is a financial advisor at Sacks & Associates, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual Securities, Inc. from 2015 to 2021. Outside of his advisory role, he is involved with Zenith Marketing Group, Inc., an insurance and annuity brokerage firm. Sacks & Associates advises individuals, including high-net-worth clients, as well as corporations and other business entities, offering discretionary and non-discretionary portfolio management alongside financial and retirement planning. The firm emphasizes long-term purchase strategies and uses fundamental, technical, and charting analysis to tailor recommendations based on client objectives and risk tolerance.

Jaime Young is a financial advisor at Sacks & Associates, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mutual Securities, Inc. from 2017 to 2021. Outside of her advisory role, she volunteers with the Judd Elementary PTO, assisting with fundraisers and class parties. Sacks & Associates advises individuals, including high-net-worth clients, as well as corporations and other business entities, providing discretionary and non-discretionary portfolio management along with financial and retirement planning. The firm emphasizes long-term purchase strategies and uses a combination of fundamental, technical, and charting analysis to tailor investment recommendations.

Edgar Lara is a financial advisor at Sacks & Associates, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Sacks & Associates since 2008, including a concurrent role at Mutual Securities, Inc. from 2015 to 2021. Outside of his advisory work, he is involved with Zenith Marketing Group, Inc., an insurance and annuity brokerage firm. Sacks & Associates advises individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary and non-discretionary portfolio management along with financial and retirement planning. The firm emphasizes long-term purchase strategies and tailors recommendations based on client objectives and risk tolerance.