Investments • Planning • Insurance

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Welcome to Sage Financial Associates.  We are independent financial representatives and advisors located throughout Northeastern NY, dedicated to providing personal, caring, and objective guidance  for individuals, families, businesses and non-profit groups to help them achieve their financial goals.  

We combine experience with investments, planning and insurance to help our clients attain their goals in a cohesive, balanced approach. 

Our aim is to make progress in the short term and to work together to meet long term objectives while addressing life’s changing circumstances. 

For further information about Sage Financial Associates or to locate a representative near you, please contact us at 518-462-5645 x 5 or at

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC.  Sage Financial Associates and Cadaret, Grant & Co., Inc. are separate entities.

Securities offered in AZ, CA, CO, FL, GA, IL, KS, MA, MD, ME, MI, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT, WA, WI.