Sage Financial Systems Revenue
Financial Services • 
Columbia, South Carolina, United States • 1-10 Employees
Sage Financial Systems revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at Sage Financial Systems
Jeb Zoller
Certified Financial Planner (TM) & Managing Director
Company overview
| Headquarters | 810 Bellwood Rd, Columbia, South Carolina 29205, US |
| Phone number | +18036044159 |
| Website | |
| NAICS | 52 |
| Founded | 2022 |
| Employees | 1-10 |
Sage Financial Systems Email Formats
Sage Financial Systems uses 2 email formats. The most common is {first initial} (e.g., j@sagefinancialsystems.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sagefinancialsystems.com | 66.7% |
{first name} | john@sagefinancialsystems.com | 33.3% |
About Sage Financial Systems
Sage Financial Systems seeks to help our clients find a balance between saving their money for the future and spending it to live life fully now. Our team’s first priority is to listen to the families we work with, so they can experience life according to their own personal values, goals, and definition of success. Sage Financial Systems was founded by Jeb S. Zoller, CFP®, who brings decades of experience as he aims to help clients realize their goals based on their most deeply held values. With his US Army background and his West Point degree in Mathematical Economics and Systems Engineering, Jeb uses a methodical approach and an independent team of subject-matter specialists to craft holistic financial plans that encompass all aspects of our clients’ lives and values. Backed by a team of experienced staff, Sage Financial Systems strives to provide our clients with a financial roadmap built by a systematic process, so they can pursue their passions and have the confidence that their financial house is in order. Securities offered through LPL Financial, Member FINRA & SIPC. Sage Financial Systems is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Sage Financial Systems has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Sage Financial Systems has never raised funding before.
Sage Financial Systems Tech Stack
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