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Richard
P. Sacui
Financial Adviser
Registered Representative
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Rich joined Brennan Financial Group in 2001 after receiving a BA in Business Administration from Mount Union College. Born and raised in Poland, OH, Rich holds a series 7 securities license and works largely in a fee based investment advisory capacity as an Investment Advisor Representative (IAR) of New England Securities Corp, Boston MA.
Although investment management
makes up a large part of Rich’s practice, he is grounded in the belief that both individuals and business owners must address all areas of their financial program. He will work closely with you in developing solutions to your most complex financial concerns. Through a professional alliance with the accounting firm Bodine, Perry, Flauto & Associates, Rich works with the firms CPA’s in providing financial services to their individual and corporate tax clients. Rich frequently conducts financial education workshops, and has been recognized by New England Financial and Brennan Financial Group through several awards of excellence.
Rich lives in Boardman,
Ohio with his wife Mary and enjoys boating and snow
skiing.
PROFESSIONAL SPECIALTIES
- Investment Advisory Services
- Retirement and College Funding Strategies
- Securities and Annuities
- Small business retirement plans
- Personal and business insurance strategies – Life,
disability income, long-term care
CAREER ACCOMPLISHMENTS
- Brennan Financial Challengers Circle Member
2003, 2005, 2006
- Brennan Financial Investment Advisory Accounts
Leader 2005, 2006
- Brennan Financial Total Production Increase
Leader 2007
- New England Financial Leaders Association
2003, 2007
- New England Financial Star Producer 2002
- Million Dollar Round Table Qualifier 2007
MEMBERSHIPS
- Mahoning Valley Professionals 20/30 Club
(MVP 20/30 Club)
- Brennan Financial Group Advisory Board 2004,
2005
L03085421 exp. 6/08 (OH)
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Disclosure
New England Financial is the service mark of New England
Life Insurance Company,
Boston, MA and related companies. New England Financial is admitted to
do business in all 50 states NAIC #91626.
Securities products and investment advisory services offered through New England
Securities, Boston, MA,
Member FINRA, SIPC a broker dealer and a registered investment advisor.
Please note not all representatives may be able to offer all products and services
in all states.
Branch office: 22901 Millcreek Blvd., Suite 360, Highland Hills, OH 44122
Tel: 216-595-0123.
Brennan Financial Group is a separate entity from New England Securities.
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