Schupak Financial Advisors (SFA) is a fee-only, independent fiduciary firm. This means that we do not receive any kind of commissions for selling financial products and can focus solely on maximizing your money to meet your goals. We specialize in working with high achieving, urban professionals in the prime of their career. Specifically, in 2020 and 2021, we have been helping a number of clients navigate the growing IPO and SPAC markets, as both prove to complicate one's financial picture significantly and present opportunities for strategic tax planning. We offer financial planning and investment management services
Website: schupakfa.com
Phone: (646) 844-2416
Cross Streets: Between Exchange Pl/Glenn D Cunningham Way and York St
Open now
- Thu 8:00 AM - 6:00 PM
101 Hudson St Jersey City, NJ 07302 ·345.46 mi
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Reviews
yelpMy wife and I joined SFA about 2 years ago. Before then we knew very little about investing and budgeting, and we weren't very confident in our retirement plan. SFA has completely changed that for...
MoreMike Schupak repeatedly provides me with sound financial advice, approaching each investment decision as if it were SFA's own money. I consider Mike to be a trusted advisor who continually has my...
MoreI have been a client of Schupak Financial Advisors for the past 8 months. I was referred through a friend and am very satisfied. Mike is my primary contact at the firm. He was very helpful during...
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