Featured Business Financial Advisor in Warrenville, IL
Warrenville Financial Advisors
SAI Financial Services
27575 Ferry Road, Suite 100
Warrenville, IL 60555
Phone Number
Advisor Profile
Michael Cirelli
Name:  Michael Cirelli
Website:  Visit Website
Disclaimer
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC FINRA, SIPC and Registered Investment Advisor. Insurance services offered through SAI Financial which is not affiliated with Woodbury Financial Services, Inc. Service offered only where licensed to do business.

About SAI Financial Services

SAI Financial Services is a comprehensive financial planning firm that has been in business since 1985. Jeff Scheithe, CFP and Michael Cirelli are the principal partners at SAI Financial Services with a complete service team behind them to care for their clients needs.

Jeff and Michael are fiduciaries, which means we put the interests of our clients before our own. Jeff has been a Certified Financial Planner for over 20 years and Michael has completed all of his coursework for the CFP and plans to sit for the exam in early 2020.

SAI Financial Services is located in Warrenville, IL and we also have a second office location in Wheaton, IL.
 

General Information

Number of Years with Current Firm:    6
Years of Experience in Financial Services:    6
Name of Custodial Firm:    Pershing LLC
Name of Broker/Dealer:    Woodbury Financial Services
States Licensed in:    AZ, FL, GA, IA, IL, IN, OR, PA, TX, WI
Insurance License#:    17887590
CRD#:    6492810
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity
Securities Licenses:    Series 66, Series 7
 

Firm Information

Assets Managed by Firm:    $170 Million
Firm's Number of Managed Clients:    95
Firm's Number of Planning Clients:    105
Firm's Number of Clients:    135
 

Compensation and Fees

Fee % Based on Assets:    1%
Compensation Methods:    Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee-Based (Fee and Commissions)
Additional Details on Charges:    Fees may vary based on account sizes but they will always be transparent to the client