Sage Financial Services

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Sage Financial Services In conjunction with Sage Financial Services and LPL Financial LLC, we also provide access to a wide range of services to business clients.

Securities, Financial Planning and Advisory Services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC www.finra.org www.sipc.org Sage Financial Service’s financial consultants are professionals who have passed Sage’s and LPL Financial LLC’s rigorous tests for suitability to our roles, especially when it comes to our dedication to helping clients manage their financial lives. As your financial consultant we have many objectives: to prepare you for major life events like buying a home and funding for college, to guide you and your family on the path to long-term financial independence, to help you live comfortably in retirement – and even work on plans to help you pursue a lifelong dream. From employee benefits programs to executive compensation plans to business exit and succession planning, we specialize in bringing all the necessary experience to the table to provide innovative, tax-efficient business strategies to help you stay competitive and thrive. Third-party posts found on this profile do not reflect the view of
LPL Financial and have not been reviewed by LPL Financial as to accuracy
or completeness. For a list of states in which I am/we are registered to do business, please visit https://www.sagecapitalbank.com/investments.html
Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit


Securities offered through LPL Financial, member FINRA www.finra.com / SIPC www.sipc.org. Insurance products offered through LPL Financial or its licensed affiliates. Sage Capital Bank and Sage Capital Bank Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. LPL financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Securities, Financial Planning and Advisory Services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC. Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity

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Address

1606 N Sarah Dewitt Drive
Gonzales, TX
78629

Telephone

+18308572216

Website

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