Saor Financial is a client-centered financial firm with its headquartered in the Bay Area, but with a presence across six states. Our primary focus is to prioritize our clients' interests and take a comprehensive view of their financial well-being. By doing so, we offer our clients a sense of complete security, peace of mind, and the ultimate goal of financial freedom, or "saoirse."
Our core strength lies in educating our clients about various financial options, enabling them to make informed decisions. We understand that every household has its unique circumstances, and as such, we provide personalized advice and solutions tailored to meet each client's specific needs.
Saor Financial caters to a diverse clientele, including working professionals, business owners, and both pre and post-retirees. Whether your goal is to invest wisely for future growth or protect what matters most through insurance, we are here to guide you on your financial journey.
Prior to establishing Saor, Daire Heneghan gained valuable expertise during his tenure at two renowned Fortune 100 financial institutions: New York Life and City National Rochdale (RBC). This institutional knowledge paved the way for Saor to operate as an independent advisor, leveraging the Infinity Securities framework to offer unbiased, top-tier financial services.
