BUILD, PROTECT & MANAGE YOUR ASSETS WITH SFI ADVISORS WE PROVIDE FOR FAMILIES & INDIVIDUALS Realize your goals with personalized: Financial Planning Investment Management Insurance Services CORPORATE SERVICERS Achieve results-driven solutions with tailored corporate services: Corporate Benefits Planning Employee Benefits 401(k) and Corporate Retirement Plan Services Executive Benefit Plan Services Business Owner and Executive Succession 2 Locations: Montclair Office 79... Read More about SFI Advisors

Peige Katz is a successful businesswoman and she has some excellent abilities to take over any profession. Peige Katz is the founder of BeXchange and she is also a co-partner of Oakpoint Advisors in the past.

Our firm is dedicated to individual attention. We offer tax and financial planning. Special attention is placed on our client's financial needs. Our staff communicates with our client base at appropriate times, to ensure compliance issues are met in a timely manner. Meetings are held to discuss and implement procedures for our clients to address their goals. Contact us today... Read More about Maniscalco & Picone, CPAs, P.C.