Sasson Financial Group & Insurance is a reputable financial services firm located in Beverly Hills, CA. They offer a comprehensive range of services including asset management, divorce planning, life transitions, and more. With a disciplined consultative approach, they create customized strategies and portfolios to help clients meet their individual objectives while managing risk. Their investment process focuses on strategic tactical asset allocation, ensuring a balanced combination of stocks, bonds, cash, and specialized investments. They also prioritize seamless coordination with other advisors to ensure clients' investment, tax, and legal plans work together effectively.
Committed to providing the highest level of service, Sasson Financial Group offers daily monitoring of portfolios and ongoing reviews of long-term financial strategies. This allows them to anticipate and adjust for market trends, economic conditions, and clients' changing needs and significant life events. With a dedication to helping clients achieve their financial goals at every stage of life, they are a trusted partner for future generations.
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