Sapers & Wallack, Inc

Q: What is Sapers & Wallack, Inc's company size?

Sapers & wallack, inc has 11 - 50 people working.

Financial Services

Specialities :

Insurance

Group benefits

Investment management

Retirement planning

Financial planning

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

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 & Wallacks 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, o...

Contact Information

Newton , Massachusetts , United States

sapers-wallack.com

Sapers & Wallack, Inc Org Chart

Employees

Total Employees:
12

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others12

Employees Working At Sapers & Wallack, Inc

Jordan Smith

Director of Financial Education

Aviva Sapers

CEO

Andrew MacDougall

Director of Wealth Management

Joseph Campedelli

Wealth Advisor

Grace Smrek

Financial Administrative Assistant

Sapers & Wallack, Inc Email Formats

Buyer Intent

Pain Points	Locations	Technologies
CRM Implementation	Newton, MA	financial, k, e
Digital Transformation	Newton, MA	financial, k, e
Embedded Design	Newton, MA	financial, k, e
Microsoft Technologies	Newton, MA	financial, k, e
Mobile Applications	Newton, MA	financial, k, e

Trigger

Tech Stack Used By Sapers & Wallack, Inc

A quick view of products employed by Sapers & Wallack, Inc

Aws

Google analytics

Canvas

Jquery

Links

List of technologies used by Sapers & Wallack, Inc

Financial

Languages Used By Sapers & Wallack, Inc

E K

Jobs at Sapers & Wallack, Inc

Hiring 2024-10-16 10:02:55

Vice President - Corporate Retirement Plan Division

Newton, MA

Responsibilities:Lead the corporate retirement plan division with a focus on growing the practice...

Frequently Asked Questions About Sapers & Wallack, Inc

What does Sapers & wallack, inc do?+

What are Sapers & wallack, inc's specialties? +

Insurance,group benefits,investment management,retirement planning,financial planning,charitable strategies,executive benefits,wealth management,retirement plans,and business continuity