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376 Broadway
Saratoga Springs, NY
+1 518 583 7243
https://sageplanning.com/ · Claim this financial advisor listing — free dofollow link + 5 keywords
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Sage Consulting and Wealth Preservation operates as a financial advisor in Saratoga Springs, NY. Other financial advisors nearby include Amerprise Financial (0.1 mi) and Bouchey Financial Group, Ltd. (0.1 mi). It sits 1 mile north of central Saratoga Springs, at 43.0808° N, 73.7853° W. Its website is https://sageplanning.com/. You can reach it by phone at +1 518 583 7243. The local food scene leans toward American, Chinese, Italian. About 44% of adults here hold a bachelor's degree or higher. It's located at 376 Broadway. Greenridge Cemetery is a historic cemetery in Saratoga Springs, New York, United States. We help ultra and high-net-worth families preserve their wealth through tax-efficient strategies designed to work alongside your existing advisory team — not around it. We use revolutionary, powerful proven methods to protect, preserve and greatly enhance wealth on a tax free basis.
Sage Consulting and Wealth Preservation is a financial advisor at 376 Broadway in Saratoga Springs, NY. In their own words: Sage helps ultra and high-net-worth families reduce taxes on retirement assets through proven, advisor-integrated strategies like the Legacy-IRA Plan©. The services listed on their own site include Jason Kurchner, John Reed, and Andrew Weinhaus.
It is one of 12 financial advisors listed for Saratoga Springs. 11 of them sit within about a mile, close enough to compare in one trip. Fee-only, fee-based, and commission models pay the advisor differently; asking exactly how they are compensated is expected, not rude. Close alternatives include Kovack Securities, Inc. (less than 0.1 mi), Colley Asset Management, Inc. (less than 0.1 mi), and Raymond James (less than 0.1 mi).
The typical commute in Saratoga County runs about 26 minutes. Around 44% of adults in Saratoga County hold a bachelor's degree or higher. Summers in Saratoga Springs average near 79°F and winters settle around 18°F. The median home value in Saratoga County is around $324,800. The area sees roughly 47 inches of rain a year. Greenridge Cemetery is a historic cemetery in Saratoga Springs, New York, United States. Saratoga Springs gets about 223 sunny days a year. Saratoga County is home to roughly 237,075 people. Saratoga Casino Hotel (formerly Saratoga Casino and Raceway) is an establishment in Saratoga Springs, New York. Reach Sage Consulting and Wealth Preservation at +1 518 583 7243 or https://sageplanning.com/. This is a free, map-sourced listing. If Sage Consulting and Wealth Preservation is yours, claim it to add services, hours, and a way to book.