


Sagewater Financial
Financial Services • Kennewick, Washington, United States • 1-10 Employees
Company overview
| Headquarters | 8127 Klamath Ct, Suite B, Kennewick, Washington 99336, US |
| Phone number | +15096280569 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Planning, Estate Planning, Investment Management |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
Key Contact at Sagewater Financial
Cheryl Hirss
Owner
About Sagewater Financial
We are dedicated to providing investment management and strategic wealth planning to individuals, their families and businesses. Simply put, we strive to be our clients trusted advisor and our primary focus is provide unbiased options that are designed to achieve long term investment results. Content on this page is provided for informational purposes only and should not be considered a solicitation for the purchase or sale of any security. Cheryl Hirss is a Registered Representative and Mary Gies is a Registered Assistant offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES Member: FINRA/SIPC. Sagewater Financial and United Planners are independent companies and are not affiliated. This information is intended for use only by residents of Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Montana, Nevada, New Mexico, New York, Oregon, South Dakota, Texas, Utah, Washington, and Wyoming. Securities-related services may not be provided to individuals residing in any state not listed above.
Sagewater Financial revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Sagewater Financial has never raised funding before.
Sagewater Financial Tech Stack
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