About

Our Partners

In addition to working closely with our strategic partners, The Investment Center and The Otterstedt Insurance Agency, Sylvan Financial Advisors works in tandem with your attorney, CPA or other professionals to help ensure that you have a cohesive, holistic plan to achieve your financial goals. If you would like help with accounting services, our partner Grove Avenue Associates II LLC allows us to support and advise individuals and business owners by providing complete accounting, planning and tax service solutions.

Our most important partnership is with you, the client. What we most enjoy doing is creating, implementing and refining financial strategies together as your family changes through the years. Technical expertise and experience is critical in developing sound financial and investment plans for clients. But we also believe that enduring client relationships can be built on our four approaches to client service.

Our Partners

In addition to working closely with our strategic partners, The Investment Center and The Otterstedt Insurance Agency, Sylvan Financial Advisors works in tandem with your attorney, CPA or other professionals to help ensure that you have a cohesive, holistic plan to achieve your financial goals. If you would like help with accounting services, our partner Grove Avenue Associates II LLC allows us to support and advise individuals and business owners by providing complete accounting, planning and tax service solutions.

Our most important partnership is with you, the client. What we most enjoy doing is creating, implementing and refining financial strategies together as your family changes through the years. Technical expertise and experience is critical in developing sound financial and investment plans for clients. But we also believe that enduring client relationships can be built on our four approaches to client service.

The 4 Principles That Lead to Enduring Client Relationships

Client
Education

We do everything possible to make sure complex issues are discussed in understandable language, and that you are presented options with a review of pros and cons.

Creating a
Comfort Level

It’s important to us that you feel that there is an atmosphere of openness and transparency, and that you comfortably understand and take ownership of your financial decisions.

Instilling
Confidence

As a function of education and feeling comfortable with your decisions, we help you see a clear road map that will help you advance toward your financial objectives.

Reinforcing
Your Vision

Building a financial plan that sets clear expectations, is goals-based and reviewed regularly against objectives helps you stay on track toward your long-term financial success.

Who We Are

David Grossbard

Founder, Investment Advisor Representative

Margaret Lee

Administrative Assistant

David Grossbard

Founder, Investment Advisor Representative

Margaret Lee

Administrative Assistant