SunyBuny was prompt, courteous, and professional as always! Love working together, we always get high-quality results. Thanks SunyBuny, see you next time!
How randersonN started their email journey
Who are you known as?
Sage Financial Group
What industry do you think your business is most related to?
Accounting & Financial
Tell us a bit about who you are and the people you reach
Our clients are corporate executives, physicians, attorneys, entrepreneurs, and retirees with a minimum of $1 million in investable assets. They are accomplished, well-educated, sophisticated, and very professional. They are interested in the markets, their careers, and families. They rely on Sage for expert professional advice. The trust our clients place in us is a result of our expertise and professional dedication, but it also reflects the very strong personal relationships and intimacy with have with them.