Sarah Baldassari

Services Offered

• Holistic financial planning
• Investment management
• Insurance strategies

About

Sarah Baldassari is a financial consultant based in Melville, New York, affiliated with Oppenheimer. She specializes in holistic financial planning and investment strategies tailored to the unique goals and needs of her clients. Sarah employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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