Sagemark Consulting 6900 West Jericho Turnpike, Syosset, NY 11791
About the Business
Sagemark Consulting, located at 6900 West Jericho Turnpike in Syosset, New York, is a division of Lincoln Financial Advisors. Our team of financial professionals is dedicated to building long-lasting relationships with clients, offering a wide range of products and specialized support. We provide personalized solutions and fee-based financial planning services to help individuals and business owners create estate, business succession, retirement, and financial plans.
As an independent broker-dealer, we adhere to high standards of conduct and transparency. You can find important information about our services, fees, conflicts of interest, and disciplinary history in our Form CRS - Customer Relationship Summary. We encourage you to use FINRA's free tool to research financial professionals and firms.
Please note that any entity mentioned here is separate from Lincoln Financial Group or its affiliates. Securities are offered through Lincoln Financial Advisors Corp., a member of SIPC, while investment advisory services are offered through Lincoln Financial Advisors Corp. or Sagemark Consulting. We also provide insurance through Lincoln affiliates and other reputable companies.
For more information about our services and partnerships, feel free to visit our website or contact us directly. We are committed to helping you achieve your financial goals and secure your future.
Location & Phone number
6900 W Jericho Turnpike #101e, Syosset, NY 11791, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Asset Management
- Business Financial Planning
- Business Succession Planning
- Comprehensive Financial Planning
- Customized Investment Solutions
- Estate Planning
- Financial Advice
- Financial Advisor
- Financial Consulting
- Financial Future
- Financial Goals
- Financial Health Assessment
- Financial Independence Planning
- Financial Peace Of Mind
- Financial Planning
- Financial Security
- Financial Services
- Holistic Wealth Management
- Individualized Financial Plans
- Insurance Planning
- Integrated Financial Services
- Investment Advice
- Investment Strategies
- Long-Term Financial Planning
- Multi-Generational Wealth Planning
- Personalized Financial Strategies
- Portfolio Management
- Proactive Financial Management
- Retirement Income Planning
- Retirement Lifestyle Planning
- Retirement Planning
- Retirement Solutions
- Risk Management
- Risk Mitigation Strategies
- Strategic Financial Consulting
- Tailored Financial Advice
- Tax Planning
- Tax-Efficient Investment Strategies
- Wealth Management
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