SageCreek Planning & Investments - Roanoke, Virginia

SageCreek Planning & Investments

SageCreek Planning & Investments is a highly-regarded financial planning firm located at 4233 Colonial Ave, Roanoke, VA 24018. They specialize in providing comprehensive financial planning services to help individuals achieve their long-term financial goals.

Address: 4233 Colonial Ave, Roanoke, VA 24018

Phone: 07674834

Website: sagecreekplanning.com

Especialidades

• Financial planner

Otros datos de interés

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

Opiniones

This company has received 5 reviews on Google My Business, with an impressive average rating of 5/5. Clients praise SageCreek Planning & Investments for their extensive knowledge, responsiveness, and warm, friendly approach. Many clients express that their fear and anxiety about their financial future are significantly reduced after consultations with the team.

Rachel McCray, a satisfied client, has shared her positive experience, highlighting the impressive breadth and depth of knowledge possessed by the firm's advisors, as well as their exceptional responsiveness to individual needs. Rachel highly recommends SageCreek Planning & Investments for anyone looking to feel in control of their financial future.

👍 Reviews of SageCreek Planning & Investments

libby M.

5/5

Rachel McCray has been an enormous resource for me as I navigate job loss, job changes, and other financial developments. Her breadth and depth of knowledge is impressive, and she is super responsive to my needs. I couldn't not recommend a better person to help you feel in control of your financial future. Plus, she is super kind and very warm. A lot of my fear and anxiety is completely mitigated after our conversations. Highly recommend!!

Hailey W.

5/5

I started meeting with Rachel at SageCreek at a young age and she has helped me invest early on and has educated me on many financial strategies. I am blessed to have been introduced to SageCreek!

Susan R. D.

5/5

Retired happily with John Bradberry's help. Honest. Trustworthy. Smart.

brian M.

5/5

Jacob T.

5/5