Sage360 Advisors

Business Services · New York, United States · 1-10 Employees

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Overview

Headquarters

10 Hasbrouck Rd, Stuyvesant, New York, 1...

Phone Number

(518) 813-8564

Revenue

<$5 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Sage360 Advisors

Sage360 Advisors, LLC specializes in helping families thrive across generations by focusing on family wealth sustainability, family business consulting, and collaborative consulting. They emphasize the importance of financial, human, and social capital in fostering family success and well-being. Their services are designed for families seeking to enhance their relationships and ensure the longevity of their wealth and values. By guiding families through transitions and encouraging community engagement, Sage360 Advisors aims to create lasting legacies.Explore more
Sage360 Advisors's Social MediaPopular SearchesSage360 Advisors LLCSIC Code 87,874NAICS Code 54,541Show more

Sage360 Advisors Org Chart

PhoneEmail
LC
United States flag for contact location.

Client Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sage360 Advisors

<$5M
1-10
Private
-
-
LC
Lisa CarsonClient Relationship Manager
$8.5M
1-10
Private
-
-
MY
Mary YoungAdvisory Services Director, Financial
<$5M
1-10
Private
<$5M
1999
<$5M
1-10
Private
-
2018
N/A
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
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Sage360 Advisors Tech Stack

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Frequently Asked Questions Regarding Sage360 Advisors

What is Sage360 Advisors's official website?
Sage360 Advisors's official website is www.sage360advisors.com
What is Sage360 Advisors's Revenue?
Sage360 Advisors's revenue is <$5 Million
What is Sage360 Advisors's SIC code?
Sage360 Advisors's SIC: 87,874
What is Sage360 Advisors's NAICS code?
Sage360 Advisors's NAICS: 54,541
How many employees does Sage360 Advisors have?
Sage360 Advisors has 1-10 employees
What industry does Sage360 Advisors belong to?
Sage360 Advisors is in the industry of: Business Services, Project Management
What is Sage360 Advisors competition?
Sage360 Advisors top competitors include: Family Wealth Management, Inlet Private Wealth, ECL Private Wealth Management, TransitioNext Advisors
What technology does Sage360 Advisors use?
Some of the popular technologies that Sage360 Advisors uses are: reCAPTCHA, MailChimp, MailChimp SPF, GoDaddy DNS
How do I contact Sage360 Advisors?
Sage360 Advisors contact info: Phone number: (518) 813-8564 Website: www.sage360advisors.com
What does Sage360 Advisors do?

Sage360 Advisors, LLC specializes in helping families thrive across generations by focusing on family wealth sustainability, family business consulting, and collaborative consulting. They emphasize the importance of financial, human, and social capital in fostering family success and well-being. Their services are designed for families seeking to e... nhance their relationships and ensure the longevity of their wealth and values. By guiding families through transitions and encouraging community engagement, Sage360 Advisors aims to create lasting legacies.Read More

What are Sage360 Advisors social media links?
Sage360 Advisors Linkedin page
Is Sage360 Advisors a public company?
Sage360 Advisors is private company therefore does not currently have an official ticker symbol
See more information about Sage360 Advisors

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