by brandon | May 30, 2020 | Articles
IRS Finally Says Back-Door Roths Are OK...
by brandon | May 30, 2020 | Background
Mr. Sarris consults in assisting clients that wish to utilize intelligent leverage in the area of significant tax free lifetime distributions at retirement.
by brandon | May 30, 2020 | Early Years
Mr. Sarris received his undergraduate degree in pre-law from La Salle University where he studied under Dr. Charley Halpin Esq, & George Swoyer MBA… He attended Temple University, working toward his masters degree in educational psychology.
by brandon | May 23, 2020 | Helping Out
His creative planning techniques and strategies had been offered as a consultant to affluent clients of CPA firms, law firms, banks, investment counselors and life insurance professionals.
by brandon | May 23, 2020 | Awards
He has been chosen as “M” Man of the year, eight times during his distinguished career in the financial services industry.
