S & a Financial Strategies & Services, LLC

Overview

S & a Financial Strategies & Services, LLC is a state registered investment adviser based in Cherry Hill, NJ, registered since 2006. It reports $16.2M in assets under management across 39 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$16.2M

Accounts

39

Average account

$416K

Employees

2

Advisory reps

2

Registered since

2006

Jurisdictions

2

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Steven William Tambone Managing Member, Chief Compliance Officer CRD 4323965

Advisory reps 2 of 2

• Marion Tambone Insurance Agent · Investment Adviser Rep CRD 6991212
• Steven William Tambone Investment Adviser Rep CRD 4323965

Location

Headquarters

1101 Kings Hwy N Ste 204
Cherry Hill, NJ 08034

County

Camden

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: letsmakesense.info

Every state, with registration dates

Similar firms near Cherry Hill

• Bcg Securities, Inc.Cherry Hill, NJ$894M AUM
• Wealth Management Associates, Inc.Cherry Hill, NJ$717M AUM
• MK3 Wealth LLCCherry Hill, NJ$113M AUM
• Dolcini Capital ManagementCherry Hill, NJ1 reps
• The Benchmark Group RIA Services, LLCCherry Hill, NJ1 reps