|36 East Main Street||Somerville, New Jersey 08876|
|Telephone (908) 704-1400||Facsimile (908) 704-1777|
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PREFERRED CLIENT GROUP
Comprehensive financial planning services for individuals and businessesA.J. Santye & Co. created the "Preferred Client Group" so that we could offer our clients additional services that complement our current array of accounting and financial services.
The A.J. Santye & Co. - "Preferred Client Group" is an "invitation only" service that will aid you in developing a comprehensive, and customized financial plan specifically for your unique situation and objectives. Working with A.J. Santye's "Preferred Client Group", we will help you implement your plan and achieve your goals efficiently and effectively to build and protect your wealth – for you personally and/or your business.
Our Commitment to Our ClientsAt A.J. Santye & Co. we are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. We continue to take a leadership role in bringing our clients new and innovative services and opportunities.
The A.J. Santye & Co. "Preferred Client Group" offers you the opportunity to experience financial services and wealth management strategies and to improve your personal and/or your business life. A.J. Santye & Co. created the "Preferred Client Group" so that we could offer you a team of financial planning professionals that act as "Your Personal Financial Concierge", which will help you make efficient business and personal economic decisions.
This comprehensive, educational process includes the strategies, solutions, and resources necessary to make wise financial choices.
Our 4-Step Process
Our initial steps include defining your objectives, learning the roles and responsibilities of other advisors in your financial life and establishing our role and the areas we can assist you. Through an initial discovery process, we will gather all your pertinent data, analyze your information, determine how to meet your objectives from both quantitative and qualitative perspectives and create a comprehensive financial plan.
Implementation of your plan and working with your advisors is incorporated into our process to help you achieve your goals and efficiently and effectively build and protect your wealth. We continue to work with you as life's changes and challenges present themselves, modifying your plan as needed and being your single source to manage the financial and economic aspects of your life.
Preferred Client Group Services