• Oakland, CA, 94607
  • (415) 745-5532
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Why Saor, and why us?

Home > Why Saor

In the Irish language, known as Gaeilge, the word "Saor" translates to "Free," while "Saoirse" signifies "Freedom." Saor has a huge significane to the people of Derry, where Dáire’s mother was born.

All the solutions Saor brings to the table will allow you more freedom in your life, and focus on the needs of the client across four areas;

Financial Security

From savings to investments, and retirement plans, Saor works with individuals and families so they can have the freedom to make choices on education for kids, the freedom to retire when they want and the freedom from worry in case of any accident or emergency.

Investment Management

Freedom of knowing that your savings are working for you, while you work to save. The peace of mind that comes from getting a return on investment that supplements your income.

Retirement Planning

Effective retirement planning through financial solutions like retirement accounts and annuities can grant individuals the freedom to enjoy their golden years without financial worries.

Insurance Solutions

Life, Disability, and Income Insurance - can provide the reassurance that their loved ones will always be safeguarded.

At Saor, our focus revolves around shielding against life's most challenging circumstances while also diligently planning and investing for the brightest futures. This approach empowers our clients to embrace a life free from the burden of stress or worry, knowing they have comprehensive protection and thoughtful financial preparation.

Saor Financial

Services We Provide

Asset/Portfolio Management

Portfolio management is the art and science of making your savings and investments work to achieve your long-term goals.

Retirement Planning

Good retirement planning involves careful consideration and preparation to ensure a financially secure and comfortable retirement.

College
Funding

College gets more expensive every year. We’ll help you plan and save for your children’s or grandchildren’s future. 529s or VULs to save,

Insurance
Solutions

Whether you're seeking life insurance to ensure your family's well-being, mortgage protection to safeguard your home,

Business
Owners

As a small business owner, you may be consumed with managing, growing and running the business, leaving little time for financials.

Company Stock Ownership

From equity in a tiny start up all the way up to RSUs for a multinational, Saor is here to advise your decisions on company stock..

We plan to make your business secure & reliable

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