SFI Advisors is a financial advisory firm that caters to individuals, families, and corporate clients. For individuals, the company provides long-term financial planning, insurance options, and investment management services. They even address issues related to insurance like annuities, life insurance, income protection, and disability insurance. Corporations receive customized solutions regarding HR planning, executive and employee benefits, retirement plans, and business succession strategies. The Montclair company has been in business since 1968, and its managing director has over 20 years of experience in finance.