Safran Wealth Advisors, LLC

greg lotus 

on Google

6 years ago

I have treasured Erika’s advice and counsel for nearly 10 years. Erika provides consultation that goes far beyond investing and financial planning. Providing smart, clear and expert guidance, Erika has helped me make life planning decisions easier and to make those decisions with confidence. I feel incredibly fortunate to have Erika as an advisor and the net gain for me has been immeasurable. 

Cory Watkinson 

on Google

8 years ago

Erika is very knowledgeable and is very effective in communicating the complex aspects of the financial world to someone who is not as well-versed. I have been working with her for years now and I trust her implicitly. I highly recommend working with her. 

Lise Dizzy 

on Google

9 years ago

Erika Safran PURCHASED, or caused to be purchased, shares of a fund in the account of a public customer WITHOUT THE CUSTOMER'S PRIOR KNOWLEDGE, AUTHORIZATION OR CONSENT; and failed to take advantage of a break-point available to the customer in connection with the aforementioned transaction. For which she was SUSPENDED, CENSURED and FINED as a broker by NASD. This could be found on FINRA BROKERCHECK click on DETAILED REPORT. Having achieved this HONOR as a Broker, she refashioned herself as your " TRUSTED ADVISER " and curre... read more