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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.

 
30 Apr, 2024
Sage Investment Advisers, LLC is pleased to announce another successful partnership with St. Jude in support of childhood cancer research. Through our joint efforts, we exceeded our fundraising target, providing essential support for the children and families affected by this important cause. From February 14th to April 1, 2024, Sage Investment Advisers, LLC initiated our annual campaign in collaboration with St. Jude. Our President, Jerry Schuder, conveyed, “At Sage Investment Advisers, LLC, we wish to extend our heartfelt appreciation to our friends, family, and clients for their invaluable contributions towards our St. Jude campaign. Initially set at $20,000.00, our fundraising goal for Valentine’s Day was surpassed by exceeding expectations with a total collection of $24,000.00. We feel privileged to provide these children with hope and are sincerely thankful for the unwavering assistance and encouragement received. We deeply appreciate your support.” Subsequent to the remarkable achievement of our fundraising initiative, St. Jude’s acknowledged our firm's generous donation through a letter of appreciation. Senior Development Director, Caroline Spiraco, stated in the correspondence addressed to our organization. " I am writing with deep gratitude for the incredible generosity you have demonstrated in supporting St. Jude and the Sage Investment Advisers LLC Share the Love for St. Jude Valentine's Day Campaign. We were thrilled with the success of the campaign, and it is because of the generosity of donors like you that we were able to provide critical support to the hospital. Your goal was $20,000 and we were blown away by the success of your effort with over $24,000 raised and donated!" Sage Investment Advisers, LLC is pleased to have collaborated with St. Jude to raise funds for essential services for children battling cancer. Our contributions will ensure these young patients receive necessary treatment without burdening their families with crippling debt. By alleviating financial pressures, families can focus on their child's well-being, offering them a renewed hope for a healthier future. Located in Poughkeepsie, NY, Sage Investment Advisers, LLC is an independent financial advisory firm specializing in services such as retirement planning, Social Security Optimization, and other vital financial solutions to support your present and future financial needs.
Financial Tip
24 Apr, 2024
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Monthly Letter
01 Apr, 2024
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