Founded in 1989, Sage Financial Group is a privately held, independent, Investment and Wealth Management firm. Sage manages over $3 billion of assets and provides investment management and financial planning services to more than 650 clients.
Sage has been recognized as a top wealth manager nationally by industry publications Barron's, Wealth Manager Magazine, The Financial Times, and Financial Advisor Magazine, and locally, by the Philadelphia Business Journal and Philadelphia Magazine. Sage has been featured and/or cited in The Wall Street Journal, SmartMoney magazine, Financial Planning magazine, Inc. magazine and CNBC.
In addition to co-founding Sage Financial Group, David, Alan and Stephen Cohn co-founded Sage Online in 1995, a leading investment internet company for individual investors. In March 2000, Multex.com, a publicly held financial services company, acquired Sage Online. Alan and Stephen also co-authored “The Sage Guide to Mutual Funds” (HarperCollins) and have identified alternative private investments for their clients.
DISCLOSURE
Any information shown on this page is not indicative of any client’s experience or future performance. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Sage Financial Group), will be profitable or equal any historical performance level(s).
In addition, set forth on this page may be "likes" or "comments" posted by visitors to the Sage LinkedIn profile page. These "likes" or "comments" do not describe any experience with Sage or endorsement of Sage as an investment advisor by any client.
For more information about Sage Financial Group and all related disclosures, visit www.sagefinancial.com.
"They help us in various financial planning activities."
May 27, 2022
Finance Officer & Controller, Finance Company
Anonymous
Financial services
Oakland, California
201-500 Employees
Survey Response
Sage Financial Group provides financial advising and planning services for a finance company. They help the client save money and optimize benefits from financial situations.
The client is pleased with how Sage Financial Group provides the best financial advice that is helpful for the company. They foster a fruitful engagement by holding meetings, phone calls, and text messages.
BACKGROUND
Briefly describe what your company does and your role there.
I am the controller and manage company finance
OPPORTUNITY / CHALLENGE
What were your company's goals when you started looking for a partner?
To help us save money and also be able to help optimize the benefits for financial situations
SOLUTION
Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.
They help us in various financial planning activities.
How many people does your company work with?
2-5 people
How did you find this provider?
Referral
Why did you choose to work with them?
Close to my geographic location
Great culture fit
Referred to me by a trusted source
RESULTS & FEEDBACK
What are the results or deliverables of this partnership that demonstrate progress or success?
To provide best advice and selections of vendors
How does your team communicate with this service provider?
In-Person Meetings
Virtual Meetings
Phone calls
Email or Messaging App
Project Management platform
Are there any areas for improvement or something this service provider could have done differently?
Be more proactive
RATINGS
4.0
Quality
4.5
Service & Deliverables
Schedule
4.0
On time / deadlines
Cost
4.5
Value / within estimates
Willing to Refer
4.5
NPS
Showing 1-1 of
1 Reviews
Locations (1)
Five Tower Bridge 300 Barr Harbor Drive Suite 200Conshohocken, PA,
United States19428
If you’re not seeing exactly what you need here, send this company a custom message.
You can talk about your project needs, price, and timeline to get started on your project.
Sign in to see which brands trust Sage Financial Group.
Get connected to see updates from Sage Financial Group like new case studies, latest reviews, their latest masterpieces in their portfolio, delivered straight to you.
