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Sage Investment Advisers, LLC Awarded 5 Star Professional Wealth Manager Award

Sage Investment Advisers, LLC Awarded 5-Star Wealth Manager Award


Sage Investment Advisers, LLC is excited and honored to announce our recent plaque after being nominated for excellence in the Hudson Valley.


On July 1, 2022, Sage Investment Advisers, LLC was awarded the 5-Star Wealth Manager Award

which was presented to our President, Jerry Schuder. Mr. Schuder stated, “This is such a high

honor for our firm. When we started Sage Investment Advisers, LLC about three years ago I

never would have expected that in these few years we would be where we are. It is a wonderful

feeling knowing that the hard work of our amazing team is being recognized. But this would not

be possible without our wonderful clients who have helped to make us who we are.”


The 5 Star Professionals conduct market research to determine if a company, in one of the

industries they serve, is achieving excellence in its field. The 5 Star Professionals aims to

recognize service professionals who are providing exceptional services in the market. For

wealth managers, 5 Star Professionals only recognizes firms that “show a commitment to their

clients, demonstrate strong industry credentials, and are evaluated based on the quality of their

current practice.”


Sage Investment Advisers, LLC is flattered to have been nominated for the award; winning the

award is a great honor. Our firm is appreciative of this amazing opportunity to be awarded for

excellence in our industry. Our team has gone above and beyond to provide the highest quality

services to our clients. We are grateful for all our amazing clients. This award would not have

been possible without their support.


Sage Investment Advisers, LLC is an independent financial adviser firm located in Poughkeepsie,

NY. The firm provides services from retirement planning, Social Security Optimization, and

other necessary financial services to help you prepare for the now and the future.

 

 

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Sage Investment Advisers LLC is awarded The FIVE STAR Wealth Manager Award in the Wealth Management Category, based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of [Enter Year] Five Star Wealth Managers. The inclusion of a wealth manager on The FIVE STAR Wealth Manager Award list should not be construed as an endorsement of the wealth nor should it be inferred that the responses used from the survey represent the experience of any clients. This award does not evaluate the quality of service provided and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance. Five Star Professional conducts market-specific research to identify service professionals who provide quality services to their clients.  Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada.  Five Star Professional was founded in 2003 and is based in Minneapolis, MN. For more information, go to:  www.FiveStarProfessional.com

 

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