Lottie K.
2/6/2014
John D. Lee at SGC Financial deserves a shout-out for being a wise, thorough, and exceptionally competent financial advisor. My husband and I took a 2-evening course he taught a number of years...
SageCrest Wealth Management
(8)
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1510 Fashion Island Blvd Ste 380
San Mateo, CA 94404
SageCrest Wealth Management is a financial planning firm based in San Mateo, CA. They specialize in providing personalized investment strategies and wealth management services to individuals and families.
With a focus on long-term financial goals and risk management, SageCrest Wealth Management helps clients navigate the complexities of financial planning to secure their financial future.
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Also at this address
Reviews
3.58 reviewsDavid O.
8/26/2011
My mother died back in 2008 leaving me with a trust/estate of considerable value. From 2008 and on, I have struggled to take control of this trust. Even with a trust in place, the transfer of...
Stan L.
5/7/2012
Wow, yeah I'm generally shocked at the one star review below. I've been with John Lee at SGC for about five years now, and he's done an incredible, incredible job with my assets, and has always...
Peter F.
10/20/2013
I recently attended a two day 4 hour class at CCSF Ocean Campus put on by John D. Lee. I paid $55. 00 to hear what anyone with the basic knowledge of financial planning would know. Among other...
Jeff M.
10/29/2017
I had an awful experience with this firm and one of its advisors. They tricked me into switching from a term policy to a whole life policy. What they failed to tell me was that there was an...
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