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About Us

Our Firm

Sage Investment Advisers provides personalized retirement planning services to help you maximize your savings and secure the right investments for a comfortable retirement lifestyle.

Our company philosophy:

At our firm, we focus on long-term investments. We are not "day traders", we do not trade on short trends to build long-term wealth. All of our financial strategies are created in the best interest of our clients to help them meet their financial goals. We specialize in Bonds, T-Bonds, Municipal Bonds, and Time Bonds. Our firm focuses on creating blended performance with a diversified profile to generate the most profitable results for our retirement plans. 

Our Firm's Mission

Sage Investment Advisers, LLC we are dedicated to empowering our clients with the help of our financial knowledge and experience to help them reach their goals. Our team works closely with our clients to guide and support them in having a prosperous retirement.


Our Company Vision

We aspire to be the most trusted investment advisory and retirement planning firm in the New York region and beyond and to provide our clients with personalized services and expert advice.

Check the background of this firm/advisor on FINRA’s BrokerCheck.