BBB Accredited Business Profile

Sage Wealth Strategies, LLC

Sage Wealth Strategies, LLC

(541) 342-7243

Sage Wealth Strategies, LLC

3 years in business
576 Olive Street
Suite 202
Eugene, OR 97401-2650
Additional Phone Numbers
  • (844) 542-7243
Additional Email Addresses
  • Info@SageWealthStrategies.com
BBB File Opened: 07/09/2013
Business Started: 05/01/2013
Business Started Locally: 05/01/2013
Business Incorporated: 04/01/2013 in OR
Type of Entity
Limited Liability Corporation
Business Management
  • Ms. Ginger Ottesen, Member
Contact Information
  • Principal: Ms. Ginger Ottesen, Member
Business Category
  • Financial Planning Consultants
Products & Services
Retirement Income Strategies
Asset Protection
Tax Minimization Planning
Long Term Care Planning
Estate Planning
IRA Asset Planning
Trusts
Life Insurance
Annuities
Probate
Charitable Giving
IRA & 401(K) Assets
Service Area
Oregon
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

A+

Overview

This company offers financial planning and retirement planning services.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile


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BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Sage Wealth Strategies, LLC

Sage Wealth Strategies, LLC

BBB ACCREDITED SINCE 07/15/2013

Customer Review Rating:

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Composite Score:

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