About Us

1160 US Highway 22, Ste 202 Bridgewater, NJ 08807

(908) 864-4950

[email protected]

Our team of wealth managers pride themselves on providing services that simplify our clients financial lives and help them achieve their long-term goals. By taking a personalized and individual approach, Sacks & Associates is able to create a financial plan to meet your present needs and future goals. We encourage our clients to participate in the investment and planning process in an effort to help them become informed consumers. By maintaining a close relationship, we strive to provide a high level of personal attention and service. Our work is tailored to each client with careful consideration of their goals, preferences and need for information.

Meet the Team

Neil J. Sacks, AAMS^®, NSSA^®

Principal & Founder

Edgar Lara, NSSA^®

Senior Financial Advisor

Jaime Young

Senior Financial Advisor

Tiffany Andias

Operations Specialist

Tiffany Stuart

Operations Specialist

MEET YOUR LONG-TERM FINANCIAL GOALS AND OBJECTIVES

Neil J. Sacks, AAMS^®, NSSA^®

Principal & Founder

Neil Sacks is the principal and founder of Sacks & Associates which he established in 2008. For 10 years he held the position of Co-Founder and Chief Compliance Officer of Gitterman & Sacks, LLC where he was instrumental in the growth and development of the firm. He is extremely knowledgeable in regards to the New Jersey Alternative Benefits Program where he worked exclusively with college professors for over 10 years and understands the nuances and details of the program.

Neil has over 38 years of experience in the financial field and has served in positions at Voya Financial, AXA Equitable, LF Rothchild Unterberg and Tobin, and Bache Halsey Stuart. He also has experience as a clearing broker from his time at DLJ Pershing.

Neil received his Bachelor of Science from Monmouth University with a focus in Accounting. He has completed the Finra Series 7, Finra Series 24, Finra Series 63, and Finra Series 65. Neil also has completed the New Jersey Insurance Producers License in the lines of Life, Health and accident. He has also achieved the Accredited Asset Management Specialist, (AAMS^®) designation.

Edgar Lara, NSSA^®

Senior Financial Advisor

Edgar has been involved in the financial industry since 1999 where he began his career at Voya as a Client Service Associate (CSA). Edgar quickly advanced to managing his own team of CSA’s. After a few years in management, he began to pursue a career in financial planning, working with his clients to strengthen their retirement and work towards their long term goals.

Edgar has also achieved the NSSA^® designation and continues to develop his mastery of the financial planning field. Edgar possess the skills and expertise necessary to ensure that our clients are in the best possible position to meet their long term goals and needs.

Edgar graduated the University of Hartford with a B.S. in finance. He holds his New Jersey Insurance Producers licenses in the authorities of Life, Health and Accident. He has completed Series 6, 7, 26, and 66..

Jaime Young

Senior Financial Advisor

Jaime has over nine years of experience in the financial industry. Having previously participated in the New Jersey Alternative Benefits Program, Jaime brings her extensive knowledge of portfolio management and retirement planning to Sacks & Associates.

Jaime graduated from Rutgers University with her Bachelor of Arts in Communications. She has completed her New Jersey Jersey Insurance Producers License in the authorities of life, health and accident, as well as her Series 6, 7, 63, and 65.

Tiffany Andias

Operations Specialist

Tiffany’s role as an Operations Specialist and Administrative Assistant is vital in our organizations goal oriented approach with our clients. She is dedicated to ensuring the effectiveness and efficiency of support services at Sacks & Associates”.

Tiffany began her career in customer service at Panera Bread where she identified customer needs and responded accordingly. She graduated from Kean University with her B.S. in Marketing and is fluent in Portuguese.

Tiffany Stuart

Operations Specialist

Tiffany is an Operations Specialist and her responsibilities include coordinating the smooth operation of administrative tasks, ongoing client account maintenance, and coordination of business functions that involve participation from multiple business units. Tiffany graduated from Rutgers University with her B.A. in Economics.

Before joining Sacks & Associates, Tiffany worked with TD Bank as a Customer Service Representative, specializing in customer account maintenance and support. Her strong organizational skills and client oriented approach make her an important part of our team at Sacks & Associates.

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