Financial Planning & Education
At SAES Professional Services, we believe that financial independence is the foundation for a successful journey in the United States. That’s why we offer a Financial Education Program for Immigrants that goes beyond the basics: we walk alongside you, guiding you through each step of this transformative process.
Real stories from people who transformed their financial lives with SAES Professional Services
Financial Services
Our program is designed to meet your individual needs, with meticulous attention and continuous support at every stage. Here’s how we can help
Financial Planning
Expense Management
Debt Management
Investment Guidance
Retirement Planning
Financial Education, Training, and Support
Why Choose SAES?
At SAES, our mission goes beyond teaching financial concepts—we guide you throughout the entire process. Our highly skilled team works meticulously to ensure that every client feels supported and prepared. We help you see opportunities you might not notice on your own, expanding your perspective on financial possibilities and solutions.
With a proven track record of success, we have already helped hundreds of immigrants achieve financial stability and transform their lives in the United States. Our unique approach combines technical expertise with empathy and personalized attention.
More Than Financial Education
Stories of Transformed Lives
Discover real stories of people who transformed their financial lives with the support of SAES Professional Services.
Real Success Stories: Achievements and Trust in SAES
Ariane Lessa
Entrepreneur
"The guidance helped me reach my goals much faster than I could have on my own."
Ariane Lessa
Rose Santos
Holistic Nutrition Coach
"It was a turning point for me; it was where I started my business opening process."
Rose Santos
Sandra Faria
Eyebrow Specialist
"Being alongside someone you trust, concerned about helping you and solving your problem, reassures us as a family."
Sandra Faria
Dayse Louzada
Ultrasonographer
"I have my emergency fund. I never imagined how important it was."
Dayse Louzada
Cibele Oliveira
Event Organizer
"With her help and tips, I managed to pay off all my debts in 6 months."
Cibele Oliveira

EsWe are committed to helping you achieve your goals. Send us a message, and we’ll create a customized plan tailored to your needs.