Sage Path Financial Advisors

(on rosebud lane)
Financial and Investment Services in Neptune Beach, FL
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

512 Rosebud Lane
Neptune Beach, FL
32266

About

Sage Path Financial Advisors
Your objectives are the heart of our business, and we believe in providing advice and guidance to help maximize all elements of your financial life, whenever and however you need it.

Main Office:
240 Canal Blvd., Suite 6
Ponte Vedra Beach, FL 32082
Phone: 904-395-3806
Fax: 904-834-3072
Mobile: 571-357-4567
Mon-Fri: 8:30 AM - 5:00 PM

Photos

Sage Path Financial Advisors Photo Sage Path Financial Advisors Photo

Latest

Jual's grandparents got her a new mask and she loves it!
Financial planning is like growing a garden: plant the seeds, nurture them, and watch them grow. 🌱
Periods of uncertainty offer a good reminder that investing is a long-term proposition. ← Swipe below for best practices that can help you stay invested during the market’s ups and downs. https://www.sagepathfa.com/ Home | Jason Fuchs Home | Jason Fuchs Home | Jason Fuchs Home | Jason Fuchs Home | Jason Fuchs Home | Jason Fuchs Home | Jason Fuchs See more at sagepathfa.com
Are you ready to retire? Join me on the latest episode of the Dad Cents podcast where I help you answer that very question. Dad Cents isn't a stuffy podcast all about finances. We're also about food and fun. Hope you enjoy it! https://www.sagepathfa.com/dadcents
The key to a successful financial strategy is identifying and correcting blind spots.
Thank you for all who have downloaded an episode of Dads Cents, if you haven't had a chance to check it out now is a great time! We just released a new episode: https://www.sagepathfa.com/dadcents
Just like a game of chess, it's important to have a forward-looking approach when investing. How can I help you make your next move?
Leaving your job? What about your 401(k)? Essentially, you have four options. You can… 1. Leave it with your old employer 2. Move it to your new employer 3. Roll it into an IRA 4. Cash out the account Make an appointment with us to discover which route is right for you.
Elections can move the market, but that doesn’t mean you should change your approach. Here is what you need to know about investing during an election year. https://bit.ly/3lxkjmq LINKEDIN.COM What You Need to Know About Investing During an Election
Being patient is simple in theory, but it’s not always easy to execute. This means staying invested when it feels like you should sell and resisting the urge to make unnecessary changes.
TUE, OCT 27 AT 6:00 PM EDT Maximizing Your Retirement Income
It never hurts to have another set of eyes on your investments, especially in today’s environment. We are here to help. https://www.sagepathfa.com/ Home | Jason Fuchs Home | Jason Fuchs Home | Jason Fuchs See more at sagepathfa.com
What financial advice would you give to your younger self? https://www.sagepathfa.com/ Home | Jason Fuchs Home | Jason Fuchs Home | Jason Fuchs Home | Jason Fuchs Home | Jason Fuchs Home | Jason Fuchs Home | Jason Fuchs Home | Jason Fuchs Home | Jason Fuchs Home | Jason Fuchs See more at sagepathfa.com
Hey Siri, remind me about my investment goals. Reach out to schedule an appointment and discuss your goals.
I want to fully understand the “why” behind your financial goals: your purpose, your motivations, and the values driving them.
TUE, NOV 3 AT 12:00 PM EST Maximizing Your Retirement Income Webinar
Imagine finding a $20 bill hiding in your back pocket. Now imagine the money you may have hiding in old retirement plans with previous employers. I can help you find the spare change in old accounts and make it work for you.
Happy National Estate Planning Awareness Week! Here are 4 Estate Planning documents everyone should consider. BROADRIDGEADVISOR.COM 4 Key Estate Planning Documents Everyone Should Consider
Did you know that my daughter Jual and I share the same birthday? So much fun sharing our days with one another!
My brother (not pictured) & I dropped off a bunch of turkeys for families in the Jax community. Thank you to my wife & our daughter Jual for your help! A special thank you Celebration Church for feeding so many families in our community! You're doing a great job!
THU, DEC 10 AT 12:00 PM EST Year End Tax Management Strategies
#SagePath #DadCents #JasonFuchs
Don't miss the latest episode of Dad Cents! https://buff.ly/2I7YFam #SagePath #DadCents #JasonFuchs
To the brave men and women of our armed forces, we honor and thank you from the bottom of our hearts! ##VeteransDay #veterans #dadcents #jasonfuchs #sagepath
Tomorrow is International Day of Women and Girls in Science, and because I am the father of a smart, curious girl with a bright future, I would like to recognize the day early! Hopefully, all parents of girls who are the future of discovery and human advancement will talk to them about the importance of science, and maybe even do an age-appropriate experiment with them! Think you don’t have the time or knowledge to teach your daughter science? A simple walk through nature, stopping to observe the way things grow, the creatures that thrive below our feet, and even a discussion on how old a tree is and how it all happens, is a great place to start! #SagePath #DadCents #JasonFuchs https://koi-3QNLF78HNI.marketingautomation.services/net/m?md=4mXWA5s4Lg5l5KfqA8XjCmr6%2Flof%2BPOP Sage Path Financial Advisors Yesterday at 7:30 AM ·
Planning for retirement isn’t the most romantic thing to talk about with Valentine’s Day coming up, but few things are a greater expression of love. Join us on February 18th for my webinar on Keys to Investing for Retirement! Do you have questions about what I will be covering and how you can participate? Ask me in the comments! #SagePath #DadCents #JasonFuchs Sage Path Financial Advisors February 8 at 7:30 AM ·
I've always been a fan of monkey bread and, as a matter of fact, back in my high school and college days, mom used to cook it on special occasions. Whenever I like something, I have to make it, and here are the ingredients for the best recipe I have found: Ingredients: 1/2 cup granulated sugar 1 teaspoon cinnamon 2 cans (16.3 oz each) Pillsbury™ Grands!™ Flaky Layers refrigerated Original biscuits 1/2 cup chopped walnuts if desired 1/2 cup raisins, if desired 1 cup firmly packed brown sugar 3/4 cup butter or margarine, melted Want the instructions? Visit my website and find it in my BLOG section or ask for the link in the comments! #SagePath #DadCents #JasonFuchs Sage Path Financial Advisors February 5 at 9:00 AM ·
THU, FEB 18 AT 12:00 PM EST Keys to Investing For Retirement
Yesterday we all took advice from a groundhog. Level up and get professional guidance for tax season! Give me a call at 904-366-9388 to schedule a time to answer your pressing questions about what might be a particularly complicated tax season! #SagePath #DadCents #JasonFuchs
Have you heard the latest episodes of Dad Cents? If you are still waiting to do your taxes, why not give us a listen? We have great information for individuals as well as business owners! Got questions? Ask me in the comments! #SagePath #DadCents #JasonFuchs

Information

Company name
Sage Path Financial Advisors
Category
Financial and Investment Services

FAQs

  • What is the phone number for Sage Path Financial Advisors in Neptune Beach FL?
    You can reach them at: 904-366-9388. It’s best to call Sage Path Financial Advisors during business hours.
  • What is the address for Sage Path Financial Advisors on rosebud lane in Neptune Beach?
    Sage Path Financial Advisors is located at this address: 512 Rosebud Lane Neptune Beach, FL 32266.
  • What are Sage Path Financial Advisors(Neptune Beach, FL) store hours?
    Sage Path Financial Advisors store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.