Reviews for Sage Hills Financial

Mar 2024

We met Joe through Dave Ramsey smartvestor pro search. He truly has a heart of a teacher and has his clients best interest in mind. Investing can be super confusing and complex. He simplifies everything so regular people can understand it. We have been with him for years. I always feel better about our financial situation after meeting with him.
Dec 2023

Finances can be stressful, complicated, and frightening, or at least those are the words my wife uses. Been using Joe now for over 3 years and she hasn't used either of those words in the last 2, for financies at least. We both feel comfortable with where we are heading on our financial journey's thanks to Joe! Can't believe how fortunate we are ?
Nov 2023

Very knowledgeable and down to earth. Joe knows his stuff well and is able to break it down into layman's terms so I can understand. I feel confident in investing my money with Joe

From Sage Hills Financial

Securities and advisory services offered through LPL Financial, a registered investment advisor Member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Sage Hills Financial or LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Hours

Monday: 10AM - 5PM
Tuesday: 10AM - 5PM
Wednesday: 10AM - 5PM
Thursday: 10AM - 5PM
Friday: 10AM - 5PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 5/5