Archives: Team Members
A custom post type to enter and organize your company staff
Top FinancialAdvisors
2024
3/2024
For the 2023 calendar year.
98%
Sage Financial
Client Retention
Client Retention
1/2024
98%
Sage Financial
Team Retention
Team Retention
1/2024
Best Placesto Work
2024
7/2024
For the 2023 calendar year.
For the "Best Places to Work" recognition, Philadelphia Business Journal requires a submission fee for consideration. Sage has not paid any other fees for our rankings or recognitions.
Our client retention rate is calculated annually and based on a one-year time period. We adjust this number when the change in either direction is equal to or greater than 2%. Our team member retention rate is calculated annually and reflects the average of a five-year time period. We adjust this number when the change in either direction is equal to or greater than 2%.
Learn more about Sage Financial accolades.