Philip J. Sagan Financial Consulting, Inc.

Philip J. Sagan Financial Consulting, Inc. (CRD# 130358) is a financial advisory firm headquartered in Newton Center, MA. They manage $750,474 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $750,474
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Philip J. Sagan Financial Consulting, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Philip J. Sagan
CRD#: 4752693
One Cranberry Hill, Lexington, MA 02421

Philip Sagan (CRD# 4752693) is an Investment Advisor Representative working at Philip J. Sagan Financial Consulting, Inc. in Lexington, MA and has 1 year of experience in the finance industry.

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