Signature Advisory Group

Specialties

Safe money strategies.

History

Established in 2010.

Sara Finkelstein founded the company and brings 15 plus years experience of market ups and downs. Protecting your nest egg is what we do best. Safe money strategies.

Meet the Business Owner

Sara F.

Business Owner

Born in Israel and raised in New York, Sara has been assisting clients in southeast Florida since 1996. Her knowledge, gained from different angles, has proven to be advantageous in helping clients reach their financial needs, goals, and dreams. Helping individuals keep their financial promises to their families is a commitment that Sara made and everything she does in her practice serves to uphold that commitment.

Each client is unique with specific financial needs. She works with clients as a team to hep clarify their financial goals, so that she can offer the best possible support and advice needed to help them achieve those goals. She sums it up by saying «Planning + Preparation = Success.»

Sara is dedicated to helping clients build their nest egg and protect what they have worked their lives to achieve. Her integrity and commitment to excellence in all that she does are your assurance of the highest standard of service.