Work History; Financial Exams; Company Name Location Dates Years; Lpl Financial, LLC Lebanon, TN Apr 2001 - Current 22;. ΔThis field is for validation purposes and should be left unchanged. Over the course of their career, Atchison has held roles at Sageguard Investment Advisory Services, Alphastar Capital Management LLC and Sageguard Financial Group, LLC. This field is for validation purposes and should be left unchanged. Δ. SageGuard Financial Group is a financial advisor and investment management firm that's based in Goodlettsville, Tennessee, which is just outside. Loading view. crd# 8174 weehawken, nj ia 10/07/2014 - 09/13/2016 ubs financial services inc. For additional information about investment advisers or broker. SAGEGUARD FINANCIAL GROUP Company Profile | Goodlettsville, TN | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor information, contact details & financial data for !company_name! of !company_city_state!. Description. Financial Services; Tax Planning; Our Team; Attend an Event; Refer a Friend; Medicare Partnership; Resources. Additional Information. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Loading view. Δ. This field is for validation purposes and should be left unchanged. Dj Johnson's Phone Number and Email Last Update. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Δ. I currently work as an Investment Advisory Specialist at SageGuard. Raymond Erker, and two of his associates, face federal charges for stealing $9. If you need immediate assistance or have questions in the meantime, feel free to give us a call at 931. Δ. 02/07/2020 - 06/10/2020 . Sign up today for this special event! Sponsored by DJ Johnson, SageGuard Financial Group. Δ. Sageguard Financial Group, LLC (CRD# 160266) is a financial advisory firm headquartered in Goodlettsville, TN. This field is for validation purposes and should be left unchanged. SAGEGUARD FINANCIAL GROUP, LLC 160266 3066 BUSINESS PARK CIRCLE GOODLETTSVILLE, TN 37072 Employment 1 of 1 IA Regulator Registration Status Date IA Tennessee Investment Adviser Representative Approved 12/20/2022 Branch Office Locations This individual does not have any registered Branch Office where the. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services. Δ. This field is for validation purposes and should be left unchanged. Δ. It manages $264. This field is for validation purposes and should be left unchanged. 1 Their goal was to provide individual investors with advice. ia 09/07/2016 - 12/07/2021 sageguard financial group, llc crd# 160266 goodlettsville, tn b 03/27/2015 - 09/13/2016 ubs securities llc crd# 7654 new york, ny b 10/25/2014 - 09/13/2016 ubs financial services inc. ambrose@cbre. Watch [Advisor] on [TV Station]! Get more retirement guidance from [ADVISOR NAME] on [SHOW TITLE], [DAY(S) OF THE WEEK] at [TIME(S)]. in Madison, TN has been helping you select the loan option… read more Patrick founded The Wehrly Group in 2005 and serves as our firm’s mentor. Loading view. Δ. 1 There’s an interesting dichotomy among demographics when it comes to retirement planning these…We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Report this profile. 07/19/2021 - 09/01/2023 . Atchison works at Alphastar Capital Management, LLC. President of SageGuard Financial Group 10mo Report this post Report Report. This field is for validation purposes and should be left unchanged. SageGuard Financial Group, Goodlettsville, Tennessee. Aug 2009 - Present 14 years 4 months. , San Diego California 92121, (800) 431-3500. About. Sage Financial is an independent fee-only financial. SageGuard Financial Group, LLC provides investment advisory and brokerage services. Securities offered through TD Ameritrade Institutional, located at 5010 Wateridge Vista Dr. Δ. Δ. This field is for validation purposes and should be left unchanged. Loading view. Oct 2022 Apr Jul Oct 2023 Apr Jul Oct 2024 Apr Jul Oct IA SAGEGUARD FINANCIAL GROUP, LLC (CRD# 160266) 2022 - Present (<1 year) IA ALPHASTAR CAPITAL MANAGEMENT, LLC (CRD# 157423) 2022 - 2023 (<1 year) Disclosure(s) Close. Tracey L. November 17, 2023. sageguard financial group, llc (crd#:160266) goodlettsville, tn . Joseph Wehrly is a financial advisor who works out of Spring, Texas who has 2 years of relevant experience. Loading view. The Company offers portfolio management, consulting, financial planning, and investment supervisory services. 08/31/2016 - 12/07/2021 . ΔJeffrey Atchison (CRD# 5875146) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 12 years of experience in the finance industry. IA SAGEGUARD FINANCIAL GROUP, LLC 160266 NACOGDOCHES, TX 10/25/2012 - 12/07/2021 IA BROOKSTONE CAPITAL MANAGEMENT LLC 141413 DOUGLASS, TX 07/25/2007 - 11/09/2012 For additional registration and employment history details as reported by the individual, refer to the Registration and Employment History section of. Joseph Wehrly is a financial advisor who works out of Spring, Texas who has 2 years of relevant experience. Provider of retirement and investment planning services serving retirees, married couples, widowers, and baby boomers. 8 miles away from Sageguard Financial Group When you need quick, reliable access to cash or financial services, the Speedy Cash in Madison is your go-to stop! Since 2013, the team at our store on 120 Gallatin Pike S. See BBB rating, reviews, complaints, & more. CONTACT. Loading view. Contact info: czipp@primerica. Atchison CRD# 5875146 Sageguard Financial Group, LLC. ubs financial services inc. Loading view. This field is for validation purposes and should be left unchanged. BBB accredited since 2/1/2004. Additional information about Alphastar Capital Management, LLC and SageGuard Financial Group, LLC are also available on the… Show. Darwin Johnson is a financial advisor working in Cornelius, North Carolina with a total of 2 years of industry experience. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Δ. 2021 - Present (2 years) Alphastar Capital Management LLC. This field is for validation purposes and should be left unchanged. Loading view. crd# 131563 erie, pa ia 01/22/2003 - 12/31/2004 xelan financial planning, inc. This field is for validation purposes and should be left unchanged. Loading view. View By: Examination(s) Close. Over the course of their career, Johnson has held roles at Sageguard Financial Group, Alphastar Capital Management LLC and Sageguard Financial. ΔThe Best Retirement Plans to Build Your Nest EggGuruFocus provides stock market research, screener, charts, financial, insider trades, gurus, economic data and value investing tools. * Managed Investment Portfolios. Loading view. SageGuard Financial Group, LLC 3066 Business Park Circle Goodlettsville, TN 37072 Phone: (615) 859-4567 Email: [email protected] L. As a financial professional who can offer investment and insurance products and services, Patrick possesses a vast knowledge of taxes, Social Security, Medicare, financial planning, securities and insurance. This field is for validation purposes and should be left unchanged. ΔSage Financial is an independent fee-only financial adviser (RIA) firm. Δ. Δ. Take the time to think about these three things when shopping for your next vehicle. This field is for validation purposes and should be left unchanged. Atchison works at Alphastar Capital Management, LLC. Gordon is a financial advisor at Equitable Advisors, LLC in Lebanon, Tennessee. Wehrly Spring, TX Oct 1993 - Current 30; Sageguard Financial Group, LLC Spring, TX Nov 2014 - Dec 2021 7; Redhawk Wealth Advisors, Inc. Participated in various trainings to expand ethical decision making. Additional information about Alphastar Capital Management, LLC and SageGuard Financial Group, LLC are also available on the… Show more Investment advisory services are offered through Alphastar. Atchison CRD# 5875146 Sageguard Financial Group, LLC. SageGuard Financial 11mo Report this post Report Report. This field is for validation purposes and should be left unchanged. SageGuard Financial Group. SageGuard Financial Group was a net seller of stock by $-213M. DISCLOSURE INFORMATION We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. ubs securities llc (crd#:7654) new york, ny . A Westlake financial adviser now faces federal charges and is accused of running a Ponzi scheme. Safeguard Investment Advisory Group, registered in 2017, serves 12 state (s) with a licensed staff of 9 advisors. ΔSageGuard Financial Group 2012 - Aug 2016 4 years. Johnson is on the advisory team at Alphastar Capital Management, LLC. IA SAGEGUARD FINANCIAL GROUP, LLC 160266 GOODLETTSVILLE, TN 08/31/2016 - 12/07/2021 For additional registration and employment history details as reported by the individual, refer to the Registration and Employment History section of the Detailed Report. FEBRUARY EVENTS. This field is for validation purposes and should be left unchanged. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Loading view. False statements or omissions may result in denial of your application, revocation of your registration, or criminal SAGEGUARD FINANCIAL. Horne works at Alphastar Capital Management, LLC. S. Δ. It has been. Bryson is a financial advisor at Equitable Advisors, LLC in Lebanon, Tennessee. Loading view. WEHRLY, SAGEGUARD INVESTMENT ADVISORY SERVICES, LLC… SageGuard Financial Group's headquarters are located at 3066 Business Park Cir, Goodlettsville, Tennessee, 37072, United States What is SageGuard Financial Group's phone number? SageGuard Financial Group's phone number is (615) 859-4567 What is SageGuard Financial Group's official website? We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This field is for validation purposes and should be left unchanged. The Safegard Group, Inc. Δ. This field is for validation purposes and should be left unchanged. 2009 - 2013. Δ. Get the latest business insights from Dun & Bradstreet. This field is for validation purposes and should be left unchanged. Christopher J. Sageguard Financial Group is a large advisory firm with 2405 clients and discretionary assets under management (AUM) of $87,500,000 (Form ADV from 2023-09-28). Loading view. Nashville investors, do you have the strategies you need to thrive — not just survive — in a recession? We prepare for floods, fires, and earthquakes, but…In the Media We help individuals and families pursue their ideal retirements. Sageguard Financial Group, registered in 2022, serves 3 state (s) with a licensed staff of 11 advisors. Atchison CRD# 5875146 Sageguard Financial Group, LLC. SageGuard Financial Group General Information. Δ. Loading view. 494. Learn about their Finance market share, competitors, and SageGuard Financial Group's email format. The content of this summary, and the available detailed report, is governed by FINRA Rule 8312, and is primarily based on information filed on uniform registration forms. Loading view. All communications by SageGuard Financial Group, LLC or any of its managers, officers, employees, representatives, affiliates or agents (collectively “SageGuard”) are subject to our Terms Of Service . 1 There’s an interesting dichotomy among demographics when it comes to retirement planning these… We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Loading view. 288 likes. sageguard financial group, llc ( crd # 160266/sec#:801-127052 ) show all 14 ASPEN WEALTH MANAGEMENT, WIN FINANCIAL STRATEGIES, VANCE FINANCIAL, THE OFFICES OF PATRICK J. Life Insurance in Goodlettsville, TN. Christopher W. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. He has passed the Series 63 and 65 securities exams and holds annuity, health and life insurance licenses. David and his wife, Allison, live in. Atchison CRD# 5875146 Sageguard Financial Group, LLC. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Loading view. The rate was higher among African American respondents (38% versus 31% of Caucasians), which wasn’t a surprising statistic given…This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. Δ. sageguard financial group, llc ( crd # 160266/sec#:801-127052 ) show all 14 ASPEN WEALTH MANAGEMENT, WIN FINANCIAL STRATEGIES, VANCE FINANCIAL, THE. Δ. Denae Jones is on Facebook. zipp@primerica. About this Advisor. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Loading view. This field is for validation purposes and should be left unchanged. We help our clients achieve financial goals through strategic planning and management. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. in Savannah, GA. View SageGuard Financial Group (location in Tennessee, United States , revenue, industry and description. S. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and. Similar Advisors. Loading view. Written by investor. Jeffrey P. DJ Johnson President of SageGuard Financial Group 11mo. Sageguard Financial Group Phoenix, AZ Jun 2014 - May 2021 6; Eric James Financial Advisory, Pllc Phoenix, AZ Nov 2010 - Jan 2018 7; H. Δ. Unfortunately, that likely would provide less than $1,000 per month for a retiree, for only 15 years. Wehrly Spring, TX Oct 1993 - Current 29; Sageguard Financial Group, LLC Spring, TX Nov 2014 - Dec 2021 7; Redhawk Wealth Advisors, Inc. Provider of retirement and investment planning services serving retirees, married couples, widowers, and baby. Loading view. , San Diego, California 92121, (800) 431-3500. Portage’s portfolio companies included in this list reflect its current portfolio companies with over US$2M in invested capital (Portage Ventures III) and over. WEHRLY, SAGEGUARD INVESTMENT ADVISORY SERVICES, LLC…Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC Registered Investment Advisor. com 1 Like. Δ. (crd#:8174) nashville, tn . Δ. Loading view. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Unfortunately, that likely would provide less than $1,000 per month for a retiree, for only 15 years. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN . Christopher W. This field is for validation purposes and should be left unchanged. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. com. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Δ. Δ. United States Canada UK Hong Kong Japan Australia New Zealand. They manage $345,874,753 in 2,405 accounts and serve the financial needs of clients across 3 states (or territories). Wehrly is currently employed by Alphastar Capital Management, LLC. Sageguard Financial Group: $345,874,753: Total Clients Clients Per Financial Advisor Overall Ranking; 2,405: 218: 50%: Financial Services; Financial planning services; Portfolio management for individuals and/or small businesses; Selection of other advisers; FIND MY MATCH : Top Financial Firms . 11%. Contact Tracey Hay for financial advice today. Let's discuss. They manage $345,874,753 in 2,405 accounts and. This field is for validation purposes and should be left unchanged. This organization is not BBB accredited. Throughout their career, Wehrly has worked at Office Of Patrick J. Our Leadership Team is comprised of passionate financial planners and professionals serving the Atlanta area. Δ. Previously, Dj was the National Sales Manager at Firs t Horizon National and also held positions at U. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Hodges is a financial advisor at Lpl Financial LLC in Lebanon, Tennessee. Loading view. com. Their career trajectory has included roles at Alphastar Capital Management LLC, Sageguard Financial Group, LLC and Aspen Wealth Management. Investment Advisor. Is it 2008 all over again? Should we be worried about the financial system collapsing? Deep breath. Find contact information for SageGuard Financial Group. info@unionfinancialsvc. Provide investment and insurance advice, support and consultation for pre-retirees and retirees. Δ. SageGuard Financial 3y Report this post Report Report. Safeguard Wealth Management manages $183. This field is for validation purposes and should be left unchanged. ΔAll communications by SageGuard Financial Group, LLC or any of its managers, officers, employees, representatives, affiliates or agents (collectively “SageGuard”) are subject to our Terms Of Service . Loading view. This field is for validation purposes and should be left unchanged. See BBB rating, reviews, complaints, & more. Contact Eric Viavattene for financial advice today. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Loading view. Compare 2 to 3 financial advisors in Savannah, GA . Loading view. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Wehrly works at Alphastar Capital Management, LLC. This field is for validation purposes and should be left unchanged. However, Schwab is bullish on Europe’s prospects for the rest…Sageguard Financial Group, LLC. 98003. The Company offers portfolio management, consulting, financial planning, and. This field is for validation purposes and should be left unchanged. Personalized advice for portfolio size of 100K & above . The company offers asset management, tax planning services and retirement planning, thereby completing client's expectations. This field is for validation purposes and should be left unchanged. I served as the Designer / Creative Director / Art Director in charge of advertisement, layout, editorial and cover design as well as type setting, print production, pagination and pre-press. Wehrly, Redhawk Wealth Advisors, Inc, Alphastar Capital Management LLC and Sageguard Financial Group, LLC. SageGuard Financial Group is a financial services company that provides retirement planning, investment planning, and asset management. is a leading, full service insurance broker and risk management consulting firm. Wehrly works at Alphastar Capital Management, LLC. Portfolio Disclaimer. Safeguard Wealth Management, registered in 2022, serves 14 state (s) with a licensed staff of 3 advisors. Texas insurance license #_____. com Reliance on Information Posted We do not warrant the accuracy, completeness or usefulness of information made available on the Website. com. David is a financial professional who can offer investment and insurance products and services. Δ. 💰. Sageguard Financial Group, LLC is a large advisory firm based in Goodlettsville. Loading view. 9. Δ. Whalewisdom has at least 4 13F filings. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN : ALPHASTAR CAPITAL MANAGEMENT, LLC (CRD#:157423) Splendora, TX . Throughout their career, Wehrly has worked at Office Of Patrick J. My specialties include the following, but are not limited to: * Financial Planning. * Social Security planning. Save Money With Limited Time Deals. Minneapolis, MN Jun 2011 - Nov 2014 3 According to PwC’s recent Retirement in America report, the median retirement savings among people ages 55 to 64 is $120,000. Jeffrey P. Δ. GREG AMBROSE Vice President National Apartment Group BC 1 604 662 5178 greg. Atchison CRD# 5875146 Sageguard Financial Group, LLC. Δ. Sageguard Financial Group, LLC Spring, TX Dec 2022 - Current < 1; Alphastar Capital Management LLC Cornelius, NC Jul 2021 - Current 2; Office Of Patrick J. Their career trajectory has included roles at Opjw, Sageguard Financial Group, LLC, Alphastar Capital Management LLC and Golden Rule Wealth Preservation. Solguard Financial Ltd. Loading view. 2008 - Present (15 years) Pineywoods Financial Services. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. crd# 8174 nashville, tn We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Meagen received her bachelor’s degree and graduated with the highest honors (summa cum laude) from Sam Houston State University. Plan to join DJ Johnson, President of SageGuard Financial Group. com. S. Wehrly is currently employed by Alphastar Capital Management, LLC. Back. President of SageGuard Financial Group 11mo Report this post The IRS has released the 2023 tax brackets, with adjustments for inflation and increased standard deductions. Δ. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Heidi King (CRD# 5021599) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. Δ. About Sagard. DJ Johnson President of SageGuard Financial Group 11mo Do you have a CPA practice looking to grow and partner with a Financial. Atchison CRD# 5875146 Sageguard Financial Group, LLC. Additional Information. Sagard Investment Management Montreal, Quebec 10,327 followers Sagard is a multi-strategy alternative asset manager building great businesses through capital, culture,. 2012 - 2021 (9 years) Sageguard Investment Advisory Services. Written by investor. Life Insurance in Goodlettsville, TN. Contact Tracey Hay for financial advice today. All communications by SageGuard Financial Group, LLC or any of its managers, officers, employees. Adams CRD# 4183126 Raymond James Financial Services Advisors, Inc. This field is for validation purposes and should be left unchanged. Videos; Blog; Podcasts; Schedule a Meeting; Subscribe to our YouTube Channel First Name**This field is for validation purposes and should be left unchanged. Atchison CRD# 5875146 Sageguard Financial Group, LLC. Δ. Loading view. 336th Street Suite 208 Federal Way, WA. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. William A. None of these entities are affiliated with the Social Security Administration or any other governmental agency. SageGuard Financial Group is a financial services company that provides retirement planning, investment planning, and asset management. IA SAGEGUARD FINANCIAL GROUP, LLC 160266 Spring, TX 11/10/2014 - 12/07/2021 IA REDHAWK WEALTH ADVISORS, INC. Δ2012 2014 2016 2018 2020 2022 2024 ia sageguard financial group, llc (crd# 160266) 2022 - present (<1 year) ia alphastar capital management, llc (crd# 157423) 2021 - 2023 (1 year) ia sageguard financial group, llc (crd# 160266) 2014 - 2021 (7 years) ia redhawk wealth advisors, inc. Hay is a financial advisor at Equitable Advisors, LLC in Lebanon, Tennessee. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. has let Russia’s payment license lapse, leaving Russia to make nearly $2 billion in debt payments until the end of 2022. Δ. Join to view profile SageGuard Financial Group. (crd#:8174)This field is for validation purposes and should be left unchanged. The firm provides its clients with investment management and financial planning services, as well as educational seminars and. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. We keep our clients well-informed, prepared to succeed with in-house, specialty expertise, and original thought leadership. Current Firm Details 3066 Business Park Circle, Goodlettsville, TN 37072 4. Financial Services in Victoria, BC. 7 million and provides investment advisory services for 1,260 clients (1:140 advisor/client ratio). This field is for validation purposes and should be left unchanged. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN : PAUL WINKLER, INC. This field is for validation purposes and should be left unchanged. SageGuard Financial 11mo Report this post Report Report. Hodges is a financial advisor at Lpl Financial LLC in Lebanon, Tennessee. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Δ. 146616 SPRING, TX 06/29/2011 - 11/19/2014 For additional registration and employment history details as reported by the individual, refer to the Registration and Employment History section of the Detailed Report. This field is for validation purposes and should be left unchanged. Join Facebook to connect with Denae Jones and others you may know. Marine Corps, First Tennessee National. Similar Advisors. Sageguard Financial Group Not associated with Indyfin. Loading view. Safeguard Investment Advisory Group, registered in 2017, serves 12 state (s) with a licensed staff of 9 advisors. This field is for validation purposes and should be left unchanged. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN . Wehrly Spring, TX Oct 1993 - Current 29; Sageguard Financial Group, LLC Spring, TX Nov 2014 - Dec 2021 7; Redhawk Wealth Advisors, Inc. President of SageGuard Financial Group 2mo Report this post Report Report. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This field is for validation purposes and should be left unchanged. Loading view. This field is for validation purposes and should be left unchanged. Tell Us Your Financial Goals ; Get matched with 2 to 3President of SageGuard Financial Group 1y Report this post It’s not the Great Pumpkin, Charlie Brown, but it’s close: a 2,554 lb pumpkin grown in upstate New York has won the U. This field is for validation purposes and should be left unchanged. SageGuard Financial Group has $6. The firm also has an office outside of the United States. For additional. Hay is a financial advisor at Equitable Advisors, LLC in Lebanon, Tennessee. This field is for validation purposes and should be left unchanged.