Sagemark Consulting

More Info

General Info

Sagemark Consulting is a financial planning firm that provides businesses with the analytical tools to use as a measuring stick in working toward meeting goals. The company is one of the only consulting firms to offer account aggregation, a technology that consolidates multiple financial accounts into one report and monitors the consistency with which clients are meeting planning objectives. Investment tools, such as Efficient Frontier Modeling and Monte Carlo Simulation give clients the probability of achieving goals. The company, which is based in San Diego, offers one-on-one financial planning. Lincoln Financial Group, a Fortune 500 company, is Sagemark Consulting s parent company. In 2002, Lincoln Financial reported consolidated assets of $92 billion and annual revenue of $4.6 billion.

Extra Phones

Fax: (925) 275-0999

Location

Bishop Ranch 8

Other Links

https://www.sagemarksf.com

http://sagemarkca.com

Categories

Financial Planning Consultants, Accounting Services, Business Coaches & Consultants, Financial Planners, Insurance, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (925) 275-0300

Address: 3000 Executive Pkwy, San Ramon, CA 94583

Website: https://www.sagemarksf.com