SageGuard Financial Group Revenue

Financial Services • Goodlettsville, Tennessee, United States • 1-10 Employees

SageGuard Financial Group revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at SageGuard Financial Group

David Perez

Senior Vice President of Advisor Services

Company overview

Headquarters	3066 BUSINESS PARK CIR, Goodlettsville, Tennessee 37072, us
Phone number	+16158594567
Website	sageguardfinancial.com
NAICS	52
SIC	628
Keywords	Investment Advice, RIA, Financial Advice, Annuities, Retirement Planning, Portfolio Management, Insurance, Long Term Care, 401K Rollovers
Founded	2009
Employees	1-10
Socials

SageGuard Financial Group Email Formats

SageGuard Financial Group uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@sageguardfinancial.com), used 57.1% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@sageguardfinancial.com	57.1%
{first initial}{last name}	jdoe@sageguardfinancial.com	42.9%

About SageGuard Financial Group

At SageGuard Financial Group, we are committed to delivering excellence in every aspect of our work. Our team provides thoughtful financial planning and guidance designed to reflect each client’s individual goals. With years of experience across retirement, investment, tax, and insurance planning, we focus on offering objective advice that supports informed decision-making. As an independent financial planning firm, we prioritize our clients’ needs above all else. Our recommendations are not tied to any specific product or company, allowing us to provide guidance that is free from outside influence. This independence helps us serve with transparency and integrity as we work alongside you at every stage of your financial journey.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

C-Suite

Employees by Department

SageGuard Financial Group has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

SageGuard Financial Group has never raised funding before.

Frequently asked questions

SageGuard Financial Group is located in Goodlettsville, Tennessee, US.

You can reach SageGuard Financial Group at +16158594567.

SageGuard Financial Group generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

SageGuard Financial Group has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

SageGuard Financial Group was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

SageGuard Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at SageGuard Financial Group

David Perez

Senior Vice President of Advisor Services

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