Financial Advisers
in Wappingers Falls, NY
Helping Plan Your Retirement and Legacy
With our team of expert financial advisers, you can maximize your retirement by receiving tailored financial advice and resources to help you optimize your retirement income, secure the right investments, and create the comfortable lifestyle that you imagined.
As Seen In
We Are A Fiduciary
As Always, It's About You
Sage Investment Advisers, LLC in Wappingers Falls, NY is dedicated to working with our clients intimately to discover their financial and retirement goals. We focus on helping our clients create diverse investment portfolios tailored specifically to their families. Together, our analysis will help them meet their retirement expectations and ensure they do not outlive their retirement capital.
Jerry has a great way of making the complex understandable. I finally feel like I have a long term plan for the future. I feel comfortable investing with Jerry. I know my portfolio can weather the markets daily storms which gives me peace while I am navigating the fast pace of my daily work.
Scott E.
I have been impressed with Sage Investment Advisors from day one. Jerry's attention to situations in the market and retirement goals is unmatched, transferring a portfolio to Sage is the right move .I urge anyone looking to secure their portfolio for the future look into working with Jerry and his team.
C. H.
Definitely the BEST company to invest with!! Jerry is great, he's super knowledgeable and very passionate!! He really takes the time to listen, explains everything and answered all my questions. Now I feel confident about my financial plan and trust, Sage Investment Advisers.
Laura W.
Our Firm's Achievements
We are thrilled to share that we have been recognized as the Best Financial Planner in the Hudson Valley by Hudson Valley Magazine! A heartfelt thank you to our clients, friends, and wonderful community.
Our Financial Adviser Services
Financial Advisers
Our financial advisers meet with you to get a clear picture of your current financial situation. We then will discuss short and long-term financial goals and develop a custom plan to meet all of your needs. We also aid in real estate, business, and other financial decisions.
Retirement Planning
Our experienced retirement planners will review the retirement accounts you currently have and discuss what your goals are. Our planners will then devise a retirement strategy that's perfect for your family's needs. We will monitor your progress to ensure you always stay on course.
Social Security Optimization
Social Security is a guaranteed retirement income for Americans and proper planning will yield the maximum award for your situation. Social Security Optimization will help you receive the highest amount you are entitled to.
Fiduciary
As a trusted fiduciary firm, our utmost priority is always to prioritize the needs of our clients. Our dedicated team is committed to carefully selecting portfolios and investment plans that exclusively serve the best interests of our valued clients. As always, IT'S ABOUT YOU.
The Sage Investment Advisers, LLC Guarantee
Transparent Fees
Unlike other financial investing firms, Sage Investments Advisers, LLC provides transparent fees up-front so there are never any surprises.
Fiduciary Responsibility
We ensure that our clients are our top priority. Our team of experienced financial advisers are legally and ethically bound to act in your best interest.
It's About You
Sage Investment Advisers, LLC focuses on the needs of the clients. We are motivated by solely helping you grow your wealth.
