Sax Wealth Advisors, LLC
Hetal Bhimani is a knowledgeable professional with extensive experience in client service and operations within the financial sector. Currently serving as a Client Service Associate at Sax Wealth Advisors, LLC since March 2021, key responsibilities include scheduling appointments, managing calendars, and processing client information. Prior to this role, Hetal worked as a Client Support Specialist at Beacon Trust, where the focus was on screening calls and managing trust reporting processes. Experience also includes nearly eleven years at BlackRock as an SMA Account Operations Associate, overseeing trade operations and participating in software testing for enhanced functionality. Earlier career roles include underwriting at Sunset Mortgage Company. Hetal holds a Bachelor’s Degree in Information Systems from Rutgers University - Newark.
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Sax Wealth Advisors, LLC
Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. Unlike large-sized investment firms, Sax Wealth Advisors offers personal attention from a dedicated team of advisors. At the same time, our depth of expertise and resources allows us to offer big company services driven by our clients' unique objectives and expectations. Our smaller size enables us to have a larger focus on your overall financial goals - not simply the performance of your portfolio.