Sagewater Financial

Finance · Washington, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

8656 W Gage Blvd Ste A103, Kennewick, Wa...

Phone Number

(509) 628-0569

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Sagewater Financial

Sagewater Financial is an accredited investment fiduciary that specializes in helping clients design and manage their financial plans to achieve their desired goals and lifestyles. The firm offers a range of services including financial planning, complete wealth management, risk assessment, and tax management. Their target clients include individuals seeking to balance their life and finances while receiving personalized investment advice. The team is committed to building trust and guiding clients through their financial journeys.Explore more
Sagewater Financial's Social MediaPopular SearchesSagewater FinancialSIC Code 62,628NAICS Code 52,523Show more

Sagewater Financial Org Chart

PhoneEmail
MG
United States flag for contact location.

Managing Partner

PhoneEmail
CH
United States flag for contact location.

Sagewater Financial Owner & Registered Repres...

PhoneEmail
CB
United States flag for contact location.

Registered With United Planners Service Assis...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Sagewater Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Sagewater Financial

Compare insights from companies similar to Sagewater Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sagewater Financial

<$5M
11-50
Private
-
1998
MG
Mary GiesManaging Partner
$5.6M
1-10
Private
-
2002
MP
Mark PetroAdvisor, AIF, Agent
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2020
Nic Kennedy, Founder & President at Three Rivers Executive Consulting
Nic KennedyFounder & President
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2014
DZ
Darrick ZahlmannFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sagewater Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sagewater Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sagewater Financial.

Sagewater Financial Tech Stack

A closer look at the technologies used by Sagewater Financial

Top Finance Companies

Frequently Asked Questions Regarding Sagewater Financial

What is Sagewater Financial's official website?
Sagewater Financial's official website is www.sagewaterfinancial.com
What is Sagewater Financial's Revenue?
Sagewater Financial's revenue is <$5 Million
What is Sagewater Financial's SIC code?
Sagewater Financial's SIC: 62,628
What is Sagewater Financial's NAICS code?
Sagewater Financial's NAICS: 52,523
How many employees does Sagewater Financial have?
Sagewater Financial has 11-50 employees
What industry does Sagewater Financial belong to?
Sagewater Financial is in the industry of: Finance, Securities Trading
What is Sagewater Financial competition?
Sagewater Financial top competitors include: Joseph P Ferrin CRPC, Tillman Financial Services, Summit Wealth Advisors, Lakeland Investor Services
What technology does Sagewater Financial use?
Some of the popular technologies that Sagewater Financial uses are: Cloudflare Website Optimization, Datadog, Mailgun, Vimeo
How do I contact Sagewater Financial?
Sagewater Financial contact info: Phone number: (509) 628-0569 Website: www.sagewaterfinancial.com
What does Sagewater Financial do?

Sagewater Financial is an accredited investment fiduciary that specializes in helping clients design and manage their financial plans to achieve their desired goals and lifestyles. The firm offers a range of services including financial planning, complete wealth management, risk assessment, and tax management. Their target clients include individua... ls seeking to balance their life and finances while receiving personalized investment advice. The team is committed to building trust and guiding clients through their financial journeys.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.