Founded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management advisory firm. Non-profits, venture-backed and private equity portfolio companies, family-owned businesses and high net worth individuals appreciate and utilize the professionals at S&W both for their ability to deliver innovative, cost-effective solutions as well as their thoughtful, customized management approach. Now stewarded by the third generation of founding families, integrity remains Sapers & Wallack’s guiding principle. Disclaimer: Securities offered through Lion Street Financial, LLC (LSF) (512.776.8400), member FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA) and Csenge Advisory Group, LLC. LSF and LSA are not affiliated with Sapers & Wallack or Csenge Advisory Group. None of these companies provides tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
View Top Employees from Sapers & Wallack, Inc.Website | http://www.sapers-wallack.com/ |
Revenue | $14 million |
Funding | $428000 |
Employees | 28 (25 on RocketReach) |
Founded | 1932 |
Address | 313 Washington Street 308, Newton, Massachusetts 02458, US |
Phone | (617) 225-2600 |
Fax | (617) 494-5485 |
Technologies |
JavaScript,
HTML,
PHP
+24 more
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Industry | Financial Services, Finance General, Insurance, Finance, Group Benefits, Investment Management, Retirement Planning, Financial Planning, Charitable Strategies, Executive Benefits, Wealth Management, Retirement Plans, Business Continuity |
Web Rank | 18 Million |
Keywords | Sapers |
Competitors | ERM Insurance Brokers, GRS Recruiting, The Wealth Consulting Group, Trüpp, Wealth Plus, Inc. |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Sapers & Wallack, Inc. employee's phone or email?
The Sapers & Wallack, Inc. annual revenue was $14 million in 2024.
25 people are employed at Sapers & Wallack, Inc..
Sapers & Wallack, Inc. is based in Newton, Massachusetts.
The NAICS codes for Sapers & Wallack, Inc. are [52393, 5239, 52, 523].
The SIC codes for Sapers & Wallack, Inc. are [628, 62].