Stephen L. Cohn, CFP
Co-President + Co-Founder
T: 484-342-4400
F: 484-537-0550
scohn@sagefinancial.com
Sage Financial Group
Five Tower Bridge
300 Barr Harbor Drive
Suite 200
West Conshohocken, PA 19428
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Our client retention rate is calculated annually and a one-year time period. We adjust this number when the change in either direction is equal to or greater than 2%. Our team member retention rate is calculated annually and reflects the average of a five-year time period. We adjust this number when the change in either direction is equal to or greater than 2%.