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 $294,353 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$294,353
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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. Philip Sagan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.