Sage Financial Advisors Inc Email Formats
Financial Services • 
Scottsdale, Arizona, United States • 1-10 Employees
Sage Financial Advisors Inc Email Formats
Sage Financial Advisors Inc uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@sagefinancialaz.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@sagefinancialaz.com | 100% |
Key Contact at Sage Financial Advisors Inc
Julia Christensen
Vice President of Finance and Administration
Company overview
| Headquarters | 8980 E. Raintree Drive, Suite 120, Scottsdale, Arizona 85260, US |
| Phone number | +17753247244 |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Tax Return Preparation, Investment Management, Personal Financial Planning, Stock Option Planning, Financial Education Seminars |
| Founded | 1999 |
| Employees | 1-10 |
About Sage Financial Advisors Inc
We are a fee-based financial advisory firm located in Scottsdale, AZ. We provide personal financial planning, tax planning, tax compliance and investment advisory services, primarily for high net worth individuals. We also conduct financial education seminars for physicians and their spouses. We manage approximately $140,000,000 on a fully discretionary basis and prepare 75-100 personal financial plans per year and approximately 80-100 tax returns per year.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Sage Financial Advisors Inc has never raised funding before.
Sage Financial Advisors Inc Tech Stack
Discover the technologies and tools that power Sage Financial Advisors Inc's digital infrastructure, from frameworks to analytics platforms.
Web servers
United Kingdom
Spain
Frequently asked questions
4.8
40,000 users
