21.01.2021 23:21:00

Sage Path Acquires Bruce D. Chambers Financial Acquisition rounds out a holistic approach to financial services.

NEPTUNE BEACH, Fla., Jan. 21, 2021 /PRNewswire/ -- Sage Path Financial Advisors is happy to announce the recent acquisition of Bruce D. Chambers Financial. This acquisition and added resources enhance our ability to continue providing wholistic financial guidance and retirement planning for our clients. In addition, we can expand our tax planning and estate planning capabilities coordinating and working with professionals in those fields.

Jason Fuchs, Managing Director, Sage Path Financial Advisors

"We are excited for this step forward in our vision to provide all of our clients a clear journey through their financial world. At Sage Path, we believe in providing advice and guidance to help increase all elements of financial life." says Jason Fuchs, Managing Director, Sage Path Financial Advisors. "Bruce D. Chambers Financial acquisition enhances Sage Path's ability to provide estate and holistic retirement planning. This acquisition allows us to cover our client's financial needs from professional life to retirement and creating the legacy they envision."

Benefits of the acquisition include:

  • Improved technical resources
  • An abundance of key professional relationships
  • Added flexibility and suite of financial products and services

About Sage Path Financial Advisors: Providing financial advice and guidance. Sage Path helps improve all elements of your financial life, whenever, however you need it.

About Bruce D. Chambers Financial: Chambers Financial offered tax preparation, tax planning, bookkeeping, estate and trust taxes for many decades in the Saint Augustine area.

Jason Fuchs, AAMS®
Managing Director
Sage Path Financial Advisors
904-366-9388
jfuchs@sagepathfa.com

Cision View original content to download multimedia:http://www.prnewswire.com/news-releases/sage-path-acquires-bruce-d-chambers-financial-acquisition-rounds-out-a-holistic-approach-to-financial-services-301212927.html

SOURCE Sage Path Financial Advisors

Eintrag hinzufügen
Hinweis: Sie möchten dieses Wertpapier günstig handeln? Sparen Sie sich unnötige Gebühren! Bei finanzen.net Brokerage handeln Sie Ihre Wertpapiere für nur 5 Euro Orderprovision* pro Trade? Hier informieren!
Es ist ein Fehler aufgetreten!