SFI Advisors

SFI Advisors, established in 1968, is a financial services company providing personalized planning, investment management, and insurance services to families, individuals, and corporate clients. Their slogan "Informed Choices. Wise Decisions." reflects their commitment to helping clients organize, grow, and protect their assets. The company offers tailored corporate planning, employee and executive benefits, retirement plan management, and business succession services. SFI Advisors is affiliated with Private Client Services, and their investment and advisory services are offered through SFI Advisors, LLC, a Registered Investment Advisor. As a regulated entity, they prioritize compliance and security, as evidenced by their disclaimer regarding the secure and confidential nature of email communication. This indicates their dedication to privacy and confidentiality for their clients. SFI Advisors operates in the financial services, insurance, and human resources industries. Their focus on personalized service, adherence to compliance standards, and long-standing presence in the market make them an intriguing prospect for potential venture capital investment.