within the financial world

Retirement Planning

Assisting Clients

Assisting Clients

Mr. Sarris consults in assisting clients that wish to utilize intelligent leverage in the area of significant tax free lifetime distributions at retirement.

Education

Education

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.

Creative Planning Techniques

Creative Planning Techniques

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.