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  • At Sage Investments, we offer a full range of financial services designed to help you plan, grow, and protect your wealth.

    Every strategy is tailored to your goals, your timeline, and your life.

    Let's Chat!

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At Sage Investments, we help individuals, families, and business owners create financial strategies designed for stability, growth, and peace of mind.

Every plan we build is customized to your goals, backed by data-driven tools, and guided by our local expertise here in Honesdale, PA.

Our Services:

Retirement
Planning

Create a plan that turns your savings into lasting income.

We help with retirement projections, Social Security timing, & tax-efficient strategies.

Investment
Management

Build a portfolio aligned with your goals.

We focus on risk management, diversification, & long- term growth.

Estate Planning
Guidance

Protect what you’ve worked for.

We coordinate with estate attorneys to ensure your assets transfer smoothly & your wishes are honored.

Insurance & Risk
Management

Safeguard your future from life’s uncertainties.

We find insurance strategies that help protect your legacy.

Tax & Income
Strategies

Make your money go further.

We help you find proactive tax planning & income strategies tailored for you.

Your financial goals deserve a thoughtful, local approach.

Discuss your Options

 

A Holistic, Ongoing Approach

Your financial journey doesn ’t stop at retirement (or after one meeting).
At Sage Investments, we provide ongoing guidance, adapting your strategy as life changes.

Our goal is simple: Keep your plan relevant, resilient, and on track for the long-term.

Schedule a Consultation

Contact

Office: (570) 729-1020
Fax: (570) 729-1220
Email: info@sageinvestments.net

215 8th Street
Honesdale PA 18431

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Sage Investments | Financial Advisors in Honesdale, PA | Retirement Planning | Investment Management | Estate Planning | Insurance Strategies

Serving clients across Honesdale, Scranton and Northeast Pennsylvania

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and Advisory services offered through Centaurus Financial, Inc. Member FINRA/SIPC and a Registered Investment Advisor. Sage Investments and Centaurus Financial, Inc. are not affiliated.

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