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Item 1Cover PageSage Financial Group, Inc. SEC File Number: 801 61553Brochure Dated 3/24/2022 Contact: John J. Sion, Chief Compliance Officer 300 Barr Harbor Drive, Suite 200 West Conshohocken, Pennsylvania
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Sage Financial Group Inc. is a financial services company that provides various financial planning and investment management services.
Businesses and individuals who engage in certain financial activities or transactions may be required to file reporting documentation related to Sage Financial Group Inc.
To fill out forms related to Sage Financial Group Inc., gather required financial data, follow the provided guidelines for the specific form, and ensure all sections are completed accurately.
The purpose of Sage Financial Group Inc. is to provide financial services and consulting to help clients manage their investments and financial planning effectively.
Information that must be reported typically includes financial performance data, client information, and investment strategies utilized by the firm.
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