Sage Investment Advisers Wins Best in the Hudson Valley

June 23, 2025


Sage Investment Advisers, LLC Named 2025 Best Financial Planner in the Hudson Valley


WAPPINGERS FALLS, NY — Sage Investment Advisers, LLC, a trusted and local fiduciary firm based in Wappingers Falls, is thrilled to announce they have been chosen as Best Financial Planner in the Hudson Valley for 2025, by Hudson Valley Magazine.


Sage Investment Advisers beat out many other local financial planners and advisory firms to win the title of Best Financial Planner in the Hudson Valley. The Best of the Hudson Valley is an annual competition from Hudson Valley Magazine, where locals vote for their most beloved local businesses in each category.


“We are honored to be named Best Financial Planner in the Hudson Valley,” said Jerry Schuder, President of Sage Investment Advisers. “This recognition validates the daily efforts of our team, working tirelessly to guide clients in retirement planning, investment management, and wealth preservation with integrity and care.”


Sage Investment Advisers serves clients throughout the Hudson Valley region, including Wappingers Falls, Poughkeepsie, and beyond, offering tailored financial strategies, retirement planning, Social Security optimization, and real estate advisory services. Sage is dedicated to providing their clients with custom financial and retirement strategies to help them plan their retirement and legacy.


This latest achievement adds to their list of other prestigious awards which include:

“Being part of this Hudson Valley community means everything to us,” added Vice President, Joe Guarneri. “This award reflects our clients’ confidence and the strength of our fiduciary-driven practice.”

 

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About Sage Investment Advisers, LLC

Located at 1829 South Road, Wappingers Falls, NY, Sage Investment Advisers is a local fiduciary wealth management and financial planning firm. The team combines financial and investment knowledge with decades of experience to offer custom investment strategies, retirement roadmaps, Social Security optimization, college planning, and real estate advisory services—all designed to empower clients to pursue financial peace and legacy building.

 


Contact

Jerry Schuder
President, Sage Investment Advisers, LLC
(845) 240‑1551
info@sageinvestmentadvisersllc.com
 Website: sageinvestmentadvisersllc.com

 


Sage Investment Advisers, LLC, serving as Hudson Valley’s premier fiduciary firm, is honored to be named Best Financial Planner for 2025, and remains dedicated to helping clients build their wealth, retirements, and legacies.


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