Sage Owl
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
991 Lincoln Way Ste 9, Auburn, Californi...Website
www.thesageowl.comRevenue
<$5 MillionIndustry
About Sage Owl
Sage Financial Partners specializes in personalized financial planning and retirement plans, catering to individuals, families, businesses, and institutions. Their services include investment planning, generational wealth planning, estate planning, and tax strategies, all tailored to meet the unique goals of their clients. The firm prides itself on providing independent, client-centered advice without corporate sales pressures, ensuring that financial independence is at the forefront of their mission. With a hands-on approach, Sage Financial Partners aims to guide clients through their financial journeys, fostering a supportive and empowering environment.Explore more
Sage Owl Org Chart
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Sage Owl Tech Stack
A closer look at the technologies used by Sage Owl
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Sage Financial Partners specializes in personalized financial planning and retirement plans, catering to individuals, families, businesses, and institutions. Their services include investment planning, generational wealth planning, estate planning, and tax strategies, all tailored to meet the unique goals of their clients. The firm prides itself on... Read More
