Sarsi, LLC Financial & Taxation Services West New York, NJ US

Sarsi, LLC

CFO to families Simplifying Complexity and Creating Financial Plans Reliably.
  • manage_accounts
  • Serving Across New Jersey Area
miscellaneous_services Service Offered
Financial & Legal Services,  Financial & Taxation Services,  Investment Management

Overview of Sarsi, LLC

  • Experience

    25 Years in Business

  • Contact name

    Deva Panambur

Services Offered by Sarsi, LLC

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Areas Served in US by Sarsi, LLC

About Sarsi, LLC

Sarsi is a fee-only financial advisor in West New York, NJ and New York City with clients everywhere. As a fee-only financial advisor our interests are aligned with those of our clients and we are a fiduciary to them. We do not sell products, we solve problems. Our clients are busy professionals, business owners, divorcees, widow(er)s and retirees/pre-retirees. They hire us to simplify their situation. We unravel complexity and build a financial plan in a reliable manner. This allows our clients to focus on things that are important to them. Our services include comprehensive financial planning, investment management, tax planning, retirement planning, estate planning etc.

Review for Sarsi, LLC in West New York, NJ

  • 5/5
Based on
  • 5 Ratings
  • 38 reviews
M
1 month ago

Rated 5.0 I would highly recommend Deva + his services. He has helped us navigate life changes and has helped us be better prepared for the future. His guidance and willingness to always be available has been really great.

j
1 month ago

Rated 5.0 Working with Deva has been wonderful! Throughout the experience he has really taken the time to help me create a comprehensive plan to achieve my savings goals. Deva has been extremely patient with me, taking the time to educate me on all things related to financial planning and has given me the tools and knowledge I need to feel financially literate and confident. I would recommend Deva to any friend or family member with the utmost trust!

M
5 months ago

Rated 5.0 As hectic and uncertain as life can be, Deva is the one area of our lives where calm and confident are prominent adjectives. We're so glad we work with Deva!

M
5 months ago

Rated 5.0 As hectic and uncertain as life can be, Deva is the one area of our lives where calm and confident are prominent adjectives. We're so glad we work with Deva!

A
5 months ago

Rated 5.0 Deva has been extremely helpful in providing personalized financing advice for our particular needs. He went above and beyond to research into the client's specific requirements and covered broad range of topics over the course of our one year contract. Highly recommend him!

Sarsi, LLC

Who We Are

Sarsi, LLC is a trusted financial planning and advisory firm based in West New York, New Jersey. Led by seasoned financial advisor Deva Panambur, the firm provides comprehensive and personalized wealth management solutions to individuals and families throughout New Jersey. With years of experience in personal finance, investment strategy, and retirement planning, Sarsi, LLC is committed to helping clients achieve financial clarity and long-term security.

Our philosophy is grounded in transparency, integrity, and tailored financial strategies that meet each client’s unique life goals and risk tolerance. Whether you are just beginning your financial journey or planning your estate, Sarsi, LLC offers thoughtful guidance every step of the way.

Our specialized services

  • Investment Management: Customized portfolio design and ongoing asset management to align with client goals.
  • Retirement Planning: Strategic planning to ensure long-term financial stability post-retirement.
  • Estate Planning: Helping clients protect and transfer wealth efficiently with estate and legacy planning.
  • Financial Planning: Holistic financial roadmaps that include budgeting, saving, insurance, and investment coordination.
  • Personal Tax Planning: Tax-efficient strategies to reduce liabilities and maximize returns across life stages.

Why Choose Us

  • Client-Centric Approach: Every financial plan is tailored to the client’s personal goals, priorities, and family needs.
  • Fiduciary Standard: We always act in our clients' best interests with full transparency and ethical commitment.
  • Deep Industry Expertise: Deva Panambur brings financial acumen developed over years of advisory experience.
  • Local Focus, Broad Knowledge: Deep familiarity with New Jersey’s economic and financial landscape.
  • Accessible Guidance: We break down complex financial matters into understandable, actionable steps.

Areas We Serve

Sarsi, LLC proudly serves clients throughout the state of New Jersey, especially in and around the following areas:

  • West New York
  • Jersey City
  • Hoboken
  • Union City
  • Newark
  • Secaucus
  • Weehawken
  • Surrounding areas within a 30–40 mile radius

Ideal For 

  • Young professionals starting their investment journey
  • Families planning for their children’s education and future
  • Individuals nearing or entering retirement
  • High-net-worth individuals needing estate and legacy planning
  • Anyone seeking objective, ethical financial advisory services

How to Book

To schedule a consultation or ask questions, visit our Sulekha profile and click the “Enquire Now” button. We’ll promptly get in touch to discuss your financial goals and how we can help.

Reviews & Testimonials

  • "Deva is very knowledgeable and always takes time to explain strategies in a way that makes sense."
  • "I feel much more confident about my financial future thanks to Sarsi, LLC’s thoughtful planning."
  • "Working with Deva has been a game-changer—he is professional, responsive, and trustworthy."
  • "They provide realistic and practical solutions that align with our long-term goals."

Customer Experience Summary

  • Ethical and client-first financial advisory
  • Clear communication and personalized attention
  • Strong knowledge of investment and retirement planning
  • Trusted advisor with years of industry experience
  • Highly responsive and easy to work with

About the Owner

Deva Panambur, founder of Sarsi, LLC, is a respected financial advisor known for his objective guidance and commitment to client welfare. With a strong background in investment management, retirement planning, and personal tax strategies, Deva helps clients create long-term plans rooted in stability and peace of mind. His hands-on approach and passion for education make him a trusted resource for financial decision-making.

Commitment to Client Success

At Sarsi, LLC, we’re dedicated to helping clients reach their financial potential through honest guidance, intelligent planning, and long-term support. Whether you're planning for retirement, building wealth, or protecting your family’s legacy, our mission is to serve as a dependable partner in your journey toward financial well-being.

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