Sage Investment Advisers LLC 1829 South Road, Wappingers Falls, NY 12590

"We've been very happy with Sage Investment Advisors. As you know, it's hard to feel comfortable with someone managing your investment portfolio and we didn't want to feel like a number for something so personal to us. I've known Joe Guarneri for many years and know of his integrity. He is someone that we can trust and I know of his finance/business knowledge and the vast experience he has. We also know Jerry Schuder and the experience that he has. We can count on them for not only managing our portfolio, but for sound advice and discussions. Always personable and not talking "above our heads". I recently left my long time job and there were a lot of decisions to make. Joe, Jerry & Jennifer were extremely supportive of this. Their insight is invaluable to me. In particular, I called one Friday afternoon saying "it's ok to get back to me next week". Instead, Joe called back within 30 minutes and spent the unplanned time talking through an important decision point. You don't get that from many other places. Their team is strong and "you matter"! Many thanks from Maria & Rick."

"We have been with Jerry, Joe and their team since the beginning. Not only do they provide sound financial advice, there's no one I'd trust more with overseeing our investment portfolio and giving us guidance when it comes to all aspects of our finances. As an example, we recently asked for a meeting to get some advice on a real estate investment. Joe Guarneri brings a wealth of experience in real estate, small business, and LLCs. He and Jerry took the time to answer all of our questions and we found it to be extremely helpful in making some key investment decisions. We would highly recommend Sage Investment Advisers for a variety of investment management needs."

"First of all the team work at Sage! Jerry called Joe in to help us with real estate advice. We took his advice and now have peace of mind! Jennifer’s knowledge, years of experience, and ability to navigate us through processes that were daunting, has made a huge difference in our overall experience. Jerry, Joe & Jennifer are truly a “dream team” for us, and this journey has just begun!"

"My husband and I have planned our financial future and retirement with Jerry and his team at Sage. There is no one I’d trust more. So much so, that I brought our 25 year old daughter in for guidance on how to make her savings work for her, and to plan her way towards financial freedom. Jerry met with us on a Saturday morning to accommodate her work schedule. He took the time to find out what her future goals are and offered sound, financial advice. She left with a solid plan and a better understanding of finance. I wish I had someone like Jerry to guide me when I was her age. It’s never too soon to work to build your wealth. I know, like us, her money is in good hands with Sage!"