Who We Are
We adhere to Osaic FA's overriding philosophy - the one that distinctively defines the way we do business - is "Serve First, Last and AlwaysSM".
Our "Serve First" philosophy was conceived over 60 years ago and still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First". And these are the commitments we make to you when you choose to retain us.
With Sagemark Consulting Private Wealth Services, our clients receive the best of two worlds: the experience and financial stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor.