Services Offered
Retirement Planning
Customized strategies to help you retire early or securely, including IRA contributions and expense management.
Investment Management
Professional guidance on investments to grow your wealth and meet financial goals with competitive solutions.
Tax Advice
Expert tax planning and advice to optimize your financial situation and minimize liabilities.
Estate Planning
Comprehensive estate plans and trusts to secure your family's future, including walk-throughs of the process.
Financial Consultation
Personalized reviews and recommendations for your accounts, with patient explanations and flexible options.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
A
Avis Fuchsberger
via Google
3 months ago
Review for financial planner I cannot express how pleased I have been since my daughter found Sage & Co. to assist us with our finances. Sage is very knowledgeable, very dedicated, & quite detailed oriented. He is constantly looking out for our best interest & will present information without any pressure. He is quite responsive & his follow through is timely & excellent. Sage is extremely considerate & personable. He has gone out of his way to accommodate us since my husband was injured & unable to leave our home. I would recommend Sage & his Co. to anyone who is looking for a great financial planner.
J
Joanna Bockvia Google
5 months ago
We hired Sage to put together a plan for us to have an early retirement, and he killed it. He guided us on investments, IRA contributions, tax advice, and expenses. Thanks to his plan and guidance we will be retiring in December 2025, at the age of 52, and 53. If you're looking to hire a financial advisor that has the skills and experience to help you hit your goals, go with Sage. And he's a super nice guy too!
S
Shalini Solomonvia Google
6 months ago
Very happy have found Sage financial. This is my first time using a financial advisor and he took the time to carefully explain everything to me, and provide me many options so that I feel comfortable. Very patient, kind, personable and knowledgeable - all that you want when looking into trusting an advisor. Excited to see the growth now that we'll be working together!
B
Bokmakirivia Google
7 months ago
Sage helped me find the best ways to supplement my financial goals and offered competitive solutions that continue to fit my needs. Also he is always willing to share his knowledge and expertise and fully answer any questions I have, regardless of how minor my questions might be. I do appreciate that. And having peace of mind regarding these types of things is always nice, and Sage helped ease my concerns. Thank you always!
M
Mike Hadmackvia Google
11 months ago
Sage is a very knowledgeable and professional financial advisor. As someone who has always managed their own finances I wanted to consult with a professional for guidance and validation of my investment goals and strategies. Sage thoroughly reviewed my accounts and situation before meeting to review his thoughtful recommendations. I greatly appreciate his patience in explaining unfamiliar finance topics and flexibility in considering how to use my preferred brokerages and services in addition to those he recommends. Last year, Steven and Sage also helped my wife and I create our first estate plan and trust. They patiently walked us through this very unfamiliar process. I am very happy that we found Sage and Steve for estate and financial planning and highly recommend their services.
