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Sagemark Consulting
Financial Planner in Denver CO
Areas of Expertise | financial planning | investment management | retirement planning | payroll services | tax planning | accounting services | estate taxes |
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Address
8055 E Tufts Ave Ste 1400
Denver, CO
80237 -
Contact
tel (303) 793-9300
fax (303) 793-9392
bob.dillow@lfg.com -
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Map/Directions
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About
Sagemark Consulting is a financial planning firm that provides businesses with the analytical tools to use as a measuring stick in working toward meeting goals. The company is one of the only consulting firms to offer account aggregation, a technology that consolidates multiple financial accounts into one report and monitors the consistency with which clients are meeting planning objectives. Investment tools, such as Efficient Frontier Modeling and Monte Carlo Simulation give clients the probability of achieving goals. The company, which has an office in Denver and is based in San Diego, offers one-on-one financial planning. Lincoln Financial Group, a Fortune 500 company, is Sagemark Consulting s parent compan
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I've been doing this for 31 years
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Hours of Operation
Mon - Fri 9:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed