SageView Advisory Group - San Jose, California

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SageView Advisory Group: A Comprehensive Overview

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For individuals and families seeking expert guidance in financial planning and investment management, SageView Advisory Group presents a compelling option. Located in the heart of Silicon Valley at 2570 N First St Suite 200, San Jose, CA 95131, SageView offers a personalized approach to wealth management, combining seasoned experience with a commitment to client success. Their dedicated team, spearheaded by Kyle Thompson, provides a comprehensive suite of services designed to meet a diverse range of financial needs.

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About SageView Advisory Group

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SageView Advisory Group is a financial consultant and financial planner firm specializing in tailored investment strategies and wealth preservation. They distinguish themselves through a client-centric philosophy, prioritizing open communication, transparency, and a deep understanding of each client’s unique circumstances and goals. The firm’s core mission is to empower clients to achieve their financial aspirations, whether it involves retirement planning, estate planning, education funding, or simply optimizing their investment portfolio. They operate with a strong emphasis on building long-term relationships based on trust and mutual respect.

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Services Offered

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• Financial Planning: SageView assists clients in developing holistic financial plans that encompass budgeting, cash flow management, debt reduction, and long-term goal setting.

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• Investment Services: Their team provides a range of investment solutions, including portfolio construction, asset allocation, and ongoing portfolio management. They understand the importance of diversification and risk management, aiming to align investments with client risk tolerance and financial objectives.

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• Retirement Planning: SageView helps clients plan for a secure and comfortable retirement, considering factors such as Social Security benefits, pension plans, and investment strategies.

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• Estate Planning: Recognizing the significance of estate planning, they offer guidance on wills, trusts, and other estate planning tools to ensure assets are distributed according to clients’ wishes.

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• Education Funding: For families with children, SageView provides assistance with college savings plans, 529 plans, and other strategies to help achieve educational goals.

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Location and Accessibility

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The firm’s physical location at 2570 N First St Suite 200, San Jose, CA 95131, is easily accessible. Online appointments are readily available, providing convenience for clients located outside the immediate area. Furthermore, onsite services are offered, catering to those who prefer in-person consultations. SageView is committed to ensuring accessibility for all clients, boasting a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. A gender-neutral restroom is also available. Appointment scheduling requires advance notice and clients are encouraged to book appointments in advance for optimal service. Appointment required for most consultations, and appointments recommended to ensure adequate time for a thorough discussion.

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Client Feedback and Reputation

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Currently, SageView Advisory Group has garnered a remarkable average opinion of 5/5 based on one review on Google My Business. This positive feedback underscores the dedication and professionalism of the team. The single review highlights the firm’s responsiveness, expertise, and commitment to client satisfaction. While a limited number of reviews are currently available, the overwhelmingly positive sentiment suggests a strong foundation of client trust and loyalty. We encourage potential clients to explore additional review platforms for a more comprehensive understanding of the firm’s reputation.

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Contact Information

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For inquiries or to schedule an appointment, clients can contact SageView Advisory Group at Phone: 4083452890. Their website, sageviewadvisory.com, provides detailed information about the firm’s services, team members, and investment philosophy. Visitors to the website can also learn more about Kyle Thompson and his background.

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