Sage Financial LLC - Lancaster (PA)

5 /5 DC KL: The great team at Sage - Daniel, Fillipe, and Diane are easy to work with and helped us get to our goal of early retirement. I highly recommend them to help you attain your financial goals.

5 /5 R M: Sage Financial LLC has managed and navigated our financial success for more than ten years. They are a dedicated team planning and offering investment advice to meet our financial goals and we trust their guidance for our retirement and the financial planning needs for the next generation of our family.

5 /5 Diane Kern Putt: I have been using Sage Financial for at least 15 years. They have been the best! They are always available for questions and assistance. They were extremely helpful in planning our retirement and if we could afford it. We have a meeting once a year, or more if needed, to make sure our financial plan in on track. They are very customer oriented and their customer service is the best! I highly recommend Sage Financial. Thanks Dan, Felipe and Diane

5 /5 M C U: My husband and I have been using Sage Financial for a number of years. The team (Dan, Felipe and Diane) has been very helpful in helping us meet our retirement goals and responding to a myriad of questions (from portfolio management and market conditions, to charitable giving). They are always available for questions and assistance. We have a meeting once a year, or more if needed, to ensure that our financial plan in on track. I appreciate that they are able to explain complicated material and provide clarification so that we fully understand the information. Their customer service is excellent! I highly recommend Sage Financial.

5 /5 J: When we lived overseas our financial guru was Fidelity. Upon return to the United States our choice was Vanguard, but years later I felt the need to have someone close by to ask questions and get advice. We interviewed three investment managers, and I have been very pleased with my choice——SAGE FINANCIAL. They are personable, sincere, efficient, and professional. Thank you, Daniel, Diane, and Felipe.