S & A Financial Strategies & Services, LLC

Steven Tambone is a CFP® and ChFC® with 23 years of industry experience. He has been the sole advisor at S & A Financial Strategies & Services, LLC since 2012. S & A Financial Strategies & Services, LLC is a fee-only registered investment adviser serving primarily individual clients and a smaller number of small businesses and corporations. The firm focuses on life-goals financial planning and ongoing tracking combined with investment management, typically using low-expense, no-load mutual funds and ETFs, with accounts monitored weekly and managed in a primarily non-discretionary manner.

Marion Tambone is a financial advisor with S & A Financial Strategies & Services, LLC in Cherry Hill, NJ, holding a Series 65 designation and seven years of industry experience. Prior to joining the firm, Tambone worked at Conner Strong & Buckelew in various roles since 2016 and also spent two years at Westin Philadelphia. Outside of advising, Tambone serves as an auditor for an insurance and risk management firm, focusing on auditing client companies’ medical plans. S & A Financial Strategies & Services, LLC is a fee-only registered investment adviser serving primarily individual clients and some small businesses. The firm emphasizes life-goals financial planning and typically uses low-expense mutual funds and ETFs, managing accounts in a mostly non-discretionary manner with weekly monitoring and client authorization required for trading.