SageSpring Wealth Partners

United States · 130 Employees
SageSpring Wealth Partners is a firm of more than 130 employees dedicated to improving our clients' lives through comprehensive financial planning. We currently have eleven offices across the country: Franklin, TN | Brentwood, TN | Nashville, TN | Knoxville, TN | Columbia, TN | Frisco/Dallas, TX | San Antonio, TX | Omaha, NE | Lincoln, NE | Birmingham, AL | Clarinda, IA Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Everything we do for our clients is based on a foundation of nine core values. Core Values: 1. Always put our clients' best interests first. 2. Be honest. 3. Teach instead of sell. 4. Earn trust, don't expect it. 5. Don't let emotions cloud judgment. 6. Make time for community. 7. Develop students and learners. 8. Never accept shortcuts. 9. Communicate with clarity and purpose. SageSpring Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

概述

国家 United States
成立时间 2002
总部 801 Crescent Centre Dr, Franklin, Tennessee 37067, US
电话号码 +1615-861-6100
网站 http://www.sagespring.com
LinkedIn http://www.linkedin.com/company/sagespring
Twitter
Facebook https://www.facebook.com/sagespringwealthpartners
员工数 130
行业 financial services,
简介 Wedell Wealth Team An Advisor for Your Family from a Family of AdvisorsJordan Wedell grew up in a community of advisors, with his father, brother, and a close family friend all serving as financial advisors. He’s seen firsthand the impact an advisor can have on an individual, their family, and…

技术

Amazon AWS

Hosting

Amazon AWS

Hosting

Google Analytics

Analytics and Tracking

Google Analytics

Analytics and Tracking

Google Font API

Fonts

Google Font API

Fonts

Google Maps

Other

Google Maps

Other

Google Plus

Social Login

Google Plus

Social Login

Google Tag Manager

Tag Management

Google Tag Manager

Tag Management

Gravity Forms

Hosted Forms

Gravity Forms

Hosted Forms

Microsoft Office 365

Other

Microsoft Office 365

Other

Mobile Friendly

Other

Mobile Friendly

Other

Nginx

Load Balancers

Nginx

Load Balancers

SendInBlue

Email Marketing

SendInBlue

Email Marketing

Ubuntu

Load Balancers

Ubuntu

Load Balancers

Vimeo

Online Video Platforms

Vimeo

Online Video Platforms

Woo Commerce

E-commerce Platforms

Woo Commerce

E-commerce Platforms

WordPress.org

CMS

WordPress.org

CMS

YouTube

Online Video Platforms

YouTube

Online Video Platforms

reCAPTCHA

Captcha

reCAPTCHA

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常见问题

SageSpring Wealth Partners 在哪里?

SageSpring Wealth Partners 的总部位于 801 Crescent Centre Dr, Franklin, Tennessee 37067, US

SageSpring Wealth Partners 的电话号码是多少?

SageSpring Wealth Partners 的电话号码是 +1615-861-6100

SageSpring Wealth Partners 的官方网站是什么?

SageSpring Wealth Partners 的公司官方网站是 http://www.sagespring.com

SageSpring Wealth Partners 是做什么的?

Wedell Wealth Team An Advisor for Your Family from a Family of AdvisorsJordan Wedell grew up in a community of advisors, with his father, brother, and a close family friend all serving as financial advisors. He’s seen firsthand the impact an advisor can have on an individual, their family, and…

SageSpring Wealth Partners 的业务有哪些?

saving for college,financial planning,retirement planning,comprehensive financial planning,financial services,estate planning

SageSpring Wealth Partners 的年收入是多少?

SageSpring Wealth Partners 的收入是 0美元

SageSpring Wealth Partners 有多少员工?

SageSpring Wealth Partners 有 130 名员工

SageSpring Wealth Partners 属于哪个行业?

SageSpring Wealth Partners 从事以下行业: financial services

SageSpring Wealth Partners 使用什么技术?

SageSpring Wealth Partners 使用的一些流行技术包括: Amazon AWS,Amazon AWS,Google Analytics,Google Analytics,Google Font API,Google Font API,Google Maps,Google Maps,Google Plus,Google Plus,Google Tag Manager,Google Tag Manager,Gravity Forms,Gravity Forms,Microsoft Office 365,Microsoft Office 365,Mobile Friendly,Mobile Friendly,Nginx,Nginx,SendInBlue,SendInBlue,Ubuntu,Ubuntu,Vimeo,Vimeo,Woo Commerce,Woo Commerce,WordPress.org,WordPress.org,YouTube,YouTube,reCAPTCHA,reCAPTCHA

如何联系 SageSpring Wealth Partners?

SageSpring Wealth Partners 联系信息: 电话号码:+1615-861-6100， 网站:http://www.sagespring.com， 邮箱：ema***@***.com

SageSpring Wealth Partners 的社交媒体链接是什么?

SageSpring Wealth Partners 领英：http://www.linkedin.com/company/sagespring,fackbook：https://www.facebook.com/sagespringwealthpartners,twitte:

SageSpring Wealth Partners 是一家上市公司吗?

不是

SageSpring Wealth Partners 的最后一轮融资是什么时候?

SageSpring Wealth Partners在2022-01-01T00:00:00.000+00:00结束了最后一轮融资,金额达$。

谁投资 SageSpring Wealth Partners?

SageSpring Wealth Partners 有 1 家投资者,包括 Merchant Investment Management。

管理层

Matthew Ferlic

VP Investment

Brad Barnes

Financial Advisor at SageSpring Wealth Partners

Steve Lange

Financial Advisor/Partner

Cash Tunstall

Executive Vice President, Partner

Michelle Johns

Facilities Manager

员工

John Nail

Financial Advisor, RJFS

Jennifer Herendon

Financial Advisor, RJFS

Morgan Risley

Accountant

Rachel McLaughlin

Office Coordinator

Janice Williams

Administrative Professional

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