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Sage Financial Service’s financial consultants are a special breed – we’re professionals who have passed Sage’s and LPL Financial LLC’s rigorous tests for suitability to our roles, especially when it comes to our dedication to helping clients manage their financial lives. We were chosen to represent Sage Financial because we know our business backwards and forwards.
As your financial consultant we have many objectives: to prepare you for major life events like buying a home and funding for college, to guide you and your family on the path to long-term financial independence, to help you live comfortably in retirement – and even work on plans to help you pursue a lifelong dream.
In conjunction with Sage Financial Services and LPL Financial LLC, we also provide access to a wide range of services to business clients. From employee benefits programs to executive compensation plans to business exit and succession planning, we specialize in bringing all the necessary experience to the table to provide innovative, tax-efficient business strategies to help you stay competitive and thrive.
As an LPL financial consultant, we share the philosophy that has built the firm into one of the most successful bank broker-dealers in the country. Based on your goals and risk tolerance, We recommend strategies that seek to meet or outperform specific market segments with as little risk as possible to your assets. You have our commitment to preserving your hard-earned money while we work to grow it.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you in pursuing your goals.
While developing a customized financial program, we will walk you through a step-by-step process that will make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the most current products available and friendly, personalized services.
Securities offered through LPL Financial, member FINRA www.finra.com / SIPC www.sipc.org. Insurance products offered through LPL Financial or its licensed affiliates. Sage Capital Bank and Sage Capital Bank Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. LPL financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Members of our team have been successfully working with individuals and businesses throughout the America and Texas since 1986.
We are dedicated to developing lasting relationships with all our clients. We believe in helping people like you assess your financial goals and participate in the management of your finances.
With loyal clients for more than two and half decades, Tommy Pietsch doesn’t just aim to build financial independence. He aims to build lifelong partnerships. His diversified client base includes both individuals and families developing personal retirement plans and small business owners seeking the most appropriate succession strategies.
Practiced and proficient in his field, Tommy wants to simplify complex and multifaceted financial matters. He works closely with his clients, listening to their needs and crafting personalized roadmaps that are flexible enough to potentially carry assets into the future. He’s immensely intuitive and perceptive, presenting strategies in a candid and easy-to-understand manner.
LPL Financial is the largest independent brokerage firm in the United States. Based on total revenues as reported by Financial Planning magazine, June 1996-2011, LPL Financial provides unbiased research, leading-edge technology, training and non-proprietary products to independent financial advisors and financial institutions, positioning them as the premier providers of investment advice and services.
LPL Financial enables independent financial advisors, who are strategically partnered with banks and credit unions, to have access to and offer truly objective, and conflict free advice. Our open architecture platform provides our clients with access to thousands of commission, fee-based, cash and other products manufactured by various product sponsors.
LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: Texas
Securities, Financial Planning and Advisory Services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC.
Are you constantly on the go? If so, our Sage Capital Bank Online Checking Account is for you! Click “Open an Account” to learn more.
Access all of your accounts using our Free, Convenient, and Secure Mobile Banking service.
Wherever you have an Internet connection, you have quick, secure access to all of your Sage Capital Bank accounts and statements.
Fast, Easy, and Secure our Online Bill Pay makes it even easier to access account information and pay bills.
Check reorders are as quick as a click. We’ve made it easy to order checks online and browse check designs available.
A Sage Capital Debit Card with ATM access makes it easy and convenient to manage and protect your spending.
We are here to provide you with only the highest quality financial information, services, and products to help you reach your goals.
We offer notary services at each of our retail locations.
For your convenience, Sage Capital Bank offers online prequalification and credit application forms for your lending needs.
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