Sa Piggush
SA Piggush is an independent financial advisory firm that was created with our clients in mind. We know you can easily go to many different advisors that will gladly invest your money for you, but to our team, it takes so much more than just investment management to truly provide guidance that is in your best interest in all aspects of your financial life. So instead of claiming to be all things to all people, our team is laser focused on being all things to SOME people and giving our clients a first class experience every step of the way. We want each of the households we work with to think of us as an essential partner in their financial lives. In order to have substance behind saying we do holistic planning, we have developed and refined an all-encompassing financial planning process called The 360 Formula®. The three elements that make up our process is Team Approach, Client Experience, and Wealth Planning. We are excited about our process and the opportunity to partner with the right households, that need our services.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
2
tools in use
Monthly traffic
13
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- SA
Scott A. Piggush
Certified Exit Planning Advisor · Finance & Accounting
EmailPhone - KP
Kim Piggush
Chief Operating Officer · General Business & Management
EmailPhone - CW
Colleen Wood
Director of Client Services · Customer/Client Service
EmailPhone - MC
Max Cinnamon
Investment Assistant · Finance & Accounting
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Sa Piggush
5 distinct titles indexed · top 5 shown.
- 1certified exit planning advisor
- 1chief operating officer
- 1client services associate
- 1director of client services
- 1investment assistant
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