Sagemark-Legacy
Financial ServicesView the employees at
Sagemark-Legacy-
Terry Coates Vorse Assistant to Financial Planner at Sagemark-Legacy
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Rising Star
Scott Elardo, MSFS, AEP® Private Wealth Advisor Providing a Simplified Approach to Solving Complex Issues-
Top 5%
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Overview
Reaching your financial goals and creating a legacy is a journey that requires a major time commitment, preservation of your values, and a well-matched advisor to chart the right course with you. Our team at Sagemark Consulting believe great wealth is more than just assets and investments — it’s about accomplishing what you can and the freedom that offers so you can focus on what’s truly important.