About Us

David Sayfie

MBA
Phone: 616-942-9775
Fax: 616-942-2346

David Sayfie, MBA focuses on helping clients with retirement planning, wealth management and income distribution issues.  Helping many clients with 401(k) rollovers in the Grand Rapids area. David is a member of the Paramount Planning Group, a Division of Equitable Advisors.  The Paramount Planning Group (PPG) is comprised of distinguished, innovative and respected financial professionals associated with Equitable Advisors.  David has been with Equitable Advisors since 2003 and is part of an elite practice, The Snow Retirement Group, where associates average over 20 years of industry experience.



Previously, he spent over 15 years in corporate strategy and international marketing with industry leading corporations in consumer goods, automotive and financial services.  He is also an adjunct professor at Aquinas College and has lectured at other area colleges and universities.  He is a former Board Member of the West Michigan Better Business Bureau, is active in the West Michigan American Marketing Association, Aquinas College Corporate Partners program and attends other local business association events.  He actively helps corporate employees with career networking.  David enjoys spending time with family, traveling, coaching and mentoring young and old.  He lives in Grand Rapids with his wife and three children.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Snow Retirement Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck