The current crisis is unprecedented, and fraudsters will try to exploit any crisis. We have put together a guide of the most common scams specific to the COVID-19 crisis.
You can access it here: A Guide to COVID-19 Scams.
Top FinancialAdvisors
2023
3/2023
98%
Sage Financial
Client Retention
2017–2022
Client Retention
2017–2022
1/2023
98%
Sage Financial
Team Retention
2017–2022
Team Retention
2017–2022
1/2023
Best Placesto Work
2022
7/2022
Sage never pays a fee for any ranking or recognition.
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%.
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