We allow you to focus on doing your best work for your clients
Efficient, experienced, kind and reliable support for busy Financial Advisors. Schedule your free call today!
Sage Client Advisor Support, LLC
Sage Client Advisor Support Services
We provide comprehensive client-facing and back-office support to Financial Advisors and Owners. Our services include account opening and maintenance, money movement and transfers, data gathering and entry into planning software, calendar management, RMDs, tax return preparation data collection, collaboration with attorneys and CPAs for estate planning and taxes, email correspondence, phone call handling, and strategic thought partnership, as well as special projects. We are dedicated to streamlining operations and freeing up your time to focus on your business and life.
Hello
Welcome to Sage client advisor support, llc
I am a reliable, experienced, kind and efficient client and advisor support professional, providing support to busy Financial Advisors and their clients. Let me help you manage your busy life.
-Krista Greenstein, Owner