NEPTUNE BEACH, Fla., Jan. 21, 2021 /PRNewswire/ — Sage Path Financial Advisors is happy to announce the recent acquisition of Bruce D. Chambers Financial. This acquisition and added resources enhance our ability to continue providing wholistic financial guidance and retirement planning for our clients. In addition, we can expand our tax planning and estate planning capabilities coordinating and working with professionals in those fields.
«We are excited for this step forward in our vision to provide all of our clients a clear journey through their financial world. At Sage Path, we believe in providing advice and guidance to help increase all elements of financial life.» says Jason Fuchs, Managing Director, Sage Path Financial Advisors. «Bruce D. Chambers Financial acquisition enhances Sage Path’s ability to provide estate and holistic retirement planning. This acquisition allows us to cover our client’s financial needs from professional life to retirement and creating the legacy they envision.»
Benefits of the acquisition include:
- Improved technical resources
- An abundance of key professional relationships
- Added flexibility and suite of financial products and services
About Sage Path Financial Advisors: Providing financial advice and guidance. Sage Path helps improve all elements of your financial life, whenever, however you need it.
About Bruce D. Chambers Financial: Chambers Financial offered tax preparation, tax planning, bookkeeping, estate and trust taxes for many decades in the Saint Augustine area.
Jason Fuchs, AAMS®
Sage Path Financial Advisors
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SOURCE Sage Path Financial Advisors