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Sage Capone - Sage Financial Investments
Sage Capone - Sage Financial Investments: Des conseils financiers clairs et personnalisés à Honolulu.
5(5 avis)
Business
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Sage Capone - Sage Financial Investments: Des conseils financiers clairs et personnalisés à Honolulu.
Sage Capone - Sage Financial Investments fournit une planification financière réfléchie et des conseils en investissement à Honolulu, au 4747 Kilauea Ave #214. Les clients décrivent Sage comme compétent, dévoué et sympathique, offrant des explications claires, des options sur mesure et un suivi réactif. Les services mis en avant comprennent la planification de la retraite, les cotisations à un IRA, les conseils fiscaux et la planification successorale, avec une approche patiente qui aide les clients à se sentir en confiance et soutenus.
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Des stratégies personnalisées pour vous aider à prendre votre retraite plus tôt ou en toute sécurité, y compris les cotisations IRA et la gestion des dépenses.
Conseils professionnels sur les investissements pour accroître votre patrimoine et atteindre vos objectifs financiers grâce à des solutions compétitives.
Planification fiscale experte et conseils pour optimiser votre situation financière et minimiser vos obligations fiscales.
Plans successoraux et fiducies complets pour assurer l'avenir de votre famille, y compris des explications étape par étape du processus.
Examens personnalisés et recommandations pour vos comptes, avec des explications claires et des options flexibles.
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.
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!
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!
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!
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.
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