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Advisor Detail

Danny Lester

Danny Lester

Designation: CFP®,CSLP®
Languages: English
SAGEbroadview Wealth Management, LLC. is a fee-only, independent wealth management firm that specializes in providing young and established professionals with portfolio management, retirement planning, estate planning, income tax planning, equity compensation planning, and education planning.

Contact Information

10 Waterside Drive, Suite 305
Business Phone:
City: Farmington
State: CT
Zipcode: 6032
Business Name:
SAGEbroadview Wealth Management, LLC

Business Information

Are you a seasoned professional working toward financial independence? Are you a young professional looking for a personalized financial roadmap? Are you somewhere in between? No matter where you fall on the work-life continuum, SAGEbroadview has the tools and expertise to help you achieve your financial goals.

As a fiduciary, SAGEbroadview is required to provide objective counsel and a commitment to the highest level of ethics. SAGEbroadview has offices in Farmington, Connecticut; Burlington, Massachusetts; and Morristown, New Jersey, and serves clients virtually across the country.

Focus Areas:
Student loans, Comprehensive financial planning, Investment management, Business related (partnerships, etc), Retirement planning, Personal Taxes, Budget & debt management
FINRA 7264333
Other License:
CFP 361773
CSLP Issue Date:
CSLP Expiry Date:

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