Sage Investments

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

391 Boyds Mills Rd, Milanville, Pennsylv...

Phone Number

(570) 729-1020

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Sage Investments

Sage Investments offers comprehensive wealth planning services, including personalized portfolios that integrate investment management, tax planning, and wealth strategies for long-term growth. They focus on tailoring financial strategies to meet the unique needs of clients at any life stage, helping them grow, protect, and maximize their wealth. The firm provides proactive support and guidance to navigate financial challenges and seize opportunities, ensuring clients feel confident about their financial futures. Serving families in Honesdale and Northeast Pennsylvania, Sage Investments specializes in retirement planning, investment management, tax and income planning, and insurance planning.Explore more
Sage Investments's Social MediaPopular SearchesSage Investments LLCSage Investments IncSage InvestmentsSage Investments LtdSage Investments LPSIC Code 62,628NAICS Code 52,523Show more

Sage Investments Org Chart

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CW
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Chief Financial Officer

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Financial Advisor

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Compare insights from companies similar to Sage Investments, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sage Investments

$5.1M
11-50
Private
-
2011
CW
Christopher WycislakChief Financial Officer
<$5M
11-50
Private
-
1996
N/A
<$5M
11-50
Private
-
2016
WP
Walter PowrozekPresident & Founder
<$5M
1-10
Private
-
2005
NI
Nicole IskhakovSenior Client Service Associate
<$5M
1-10
Private
-
-
JC
June ChowLpl Financial Advisor
<$5M
1-10
Private
-
2009
AL
Anthony LaMacchiaInvestment Advisor & Representative
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sage Investments is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sage Investments is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sage Investments.

Sage Investments Tech Stack

A closer look at the technologies used by Sage Investments

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Frequently Asked Questions Regarding Sage Investments

What is Sage Investments's official website?
Sage Investments's official website is www.sageinvestments.net
What is Sage Investments's Revenue?
Sage Investments's revenue is $5.1 Million
What is Sage Investments's SIC code?
Sage Investments's SIC: 62,628
What is Sage Investments's NAICS code?
Sage Investments's NAICS: 52,523
How many employees does Sage Investments have?
Sage Investments has 11-50 employees
What industry does Sage Investments belong to?
Sage Investments is in the industry of: Finance, Securities Trading
What is Sage Investments competition?
Sage Investments top competitors include: Worthington Wealth Management, Sigma Financial, Broadridge Investor Communication Solutions, Gamez Financial Partners
What technology does Sage Investments use?
Some of the popular technologies that Sage Investments uses are: Drupal, Mailgun, Google Tag Manager, GoDaddy DNS
Who is the CFO of Sage Investments?
Sage Investments's CFO is Christopher Wycislak
How do I contact Sage Investments?
Sage Investments contact info: Phone number: (570) 729-1020 Website: www.sageinvestments.net
What does Sage Investments do?

Sage Investments offers comprehensive wealth planning services, including personalized portfolios that integrate investment management, tax planning, and wealth strategies for long-term growth. They focus on tailoring financial strategies to meet the unique needs of clients at any life stage, helping them grow, protect, and maximize their wealth. T... he firm provides proactive support and guidance to navigate financial challenges and seize opportunities, ensuring clients feel confident about their financial futures. Serving families in Honesdale and Northeast Pennsylvania, Sage Investments specializes in retirement planning, investment management, tax and income planning, and insurance planning.Read More

What are Sage Investments social media links?
Sage Investments Linkedin page Sage Investments Facebook page
Is Sage Investments a public company?
Sage Investments is private company therefore does not currently have an official ticker symbol
See more information about Sage Investments

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