SageCrest Wealth Management

Oct 2016

I saw Peter Evans for estate planning advise. I give him the highest marks for listening & advising me based on my needs and desires, rather than a cookie cutter approach. He offered advise over a wide range of concerns. There wasn't even a hint of sales pressure. He is truly helpful.

Feb 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 ago, set an appointment to meet with him for a complementary assessment meeting, then hired him to formulate a financial plan taking our specific needs and preferences into consideration. We were very impressed by his listening to our us and what our goals were and then working out a plan to help us achieve them. Within a year, we hired him to manage our portfolio (except for our real estate portion) and are very pleased with the results. His pro-active calls and suggestions are much appreciated. I can recommend John wholeheartedly -- and I do.

Jan 2014

I've known the guys at SGC Financial for several years now and have attended several seminars and sweet appreciation dinners. Lee Murphy, Matt and Michael all know how to get things done there. I have worked with Lee Murphy for many years and know him like a family. He is honest, up front, has great integrity and makes sure that your Estate and assets are well taken care of. My parents have everything with his firm and will continue to refer clients his way. Keep up the awesome work Lee.