Sagent Wealth Management

www.sagentwm.com

Investment Advice | Estate Planning | Financial Planning Sagent Wealth Management provides Investment Advice, Estate Planning and Financial Planning services along with complimentary financial check ups. Clientele of the firm come from a broad array of backgrounds but share a common desire to have a trusted Investment Advisor oversee their financial well being. Long time clients have grown to appreciate Sagent's personalized client service, attention to detail and sound financial advice. Sagent Wealth Management | Experience Wisdom Judgment

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Investment Advice | Estate Planning | Financial Planning Sagent Wealth Management provides Investment Advice, Estate Planning and Financial Planning services along with complimentary financial check ups. Clientele of the firm come from a broad array of backgrounds but share a common desire to have a trusted Investment Advisor oversee their financial well being. Long time clients have grown to appreciate Sagent's personalized client service, attention to detail and sound financial advice. Sagent Wealth Management | Experience Wisdom Judgment

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Country

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State

California

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City (Headquarters)

Laguna Beach

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Employees

1-10

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Founded

2008

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Director of Accounting

    Email ****** @****.com
    Phone (***) ****-****
  • Operations Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Accounting Associate

    Email ****** @****.com
    Phone (***) ****-****
  • Accounting Associates

    Email ****** @****.com
    Phone (***) ****-****

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