Sage Path Financial Advisors

Honest, trustworthy, transparent, and professional. Jason makes investing easy and enjoyable. I like that he manages all of my family's financial affairs. I love the Financial Blueprint he created for us. It shows when we can retire, how much we can spend in retirement, potential tax implications, and much more. It's good to know my family's plan is in place despite poor market conditions. I highly recommend!
Sep 28th, 2022

Sage Path has been paramount in my financial planning. The plethora of knowledge and professionalism from the staffing is immense.If you have questions, they have answers and will guide you to success.
Sep 7th, 2022

Jason is experienced and knowledgeable, and he cares about his clients. I can tell he's always working to improve his business/service with his clients in mind.
Sep 5th, 2022

I have worked with a variety of different advisors and Jason is above and beyond the best! Very professional and always cares about my well being as well as the well being of my family!!
Sep 1st, 2022

Very knowledgeable, fast response, and gave me plenty of options. Would 100 percent recommend!
Aug 30th, 2022