About SageCreek Planning & Investments
SageCreek Planning & Investments is a Financial Service company, headquartered in Roanoke, with 11 - 50 employees and annual revenue of $1M - $5M.
At SageCreek Planning & Investments, our sole purpose is to create better financial outcomes for our clients. We help through the use of fundamental financial planning principals focusing on the efficient management of cash flow, taxes, and investments. By partnering with a trained, certified financ...
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SageCreek Planning & Investments Company Highlights
Phone Number
(540) 767-xxxx
Corporate Office Address
4233 Colonial Avenue
Roanoke, 24018
Website
SageCreek Planning & Investments Org
SageCreek Planning & Investments has 1 VP, 1 Director, 1 Senior, and 1 Other employees.
SageCreek Planning & Investments Decision Makers
- CEOScott Nielson
SageCreek Planning & Investments's Tech Stack
Frequently Asked Questions About
SageCreek Planning & Investments
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Who is the CEO of SageCreek Planning & Investments?
The CEO of SageCreek Planning & Investments is Scott Nielson. See full contact details ›
How many senior employees does SageCreek Planning & Investments have?
SageCreek Planning & Investments has 3 senior employees that are typically used for decision making.
Who are the key decision makers at SageCreek Planning & Investments?
Key decision makers at SageCreek Planning & Investments include Scott Nielson (CEO). See full contact details ›
What technologies does SageCreek Planning & Investments use?
SageCreek Planning & Investments uses technologies including Acquia Cloud, Amazon EC2, and Amazon S3.
How do I contact SageCreek Planning & Investments?
To contact SageCreek Planning & Investments, visit sagecreekplanning.com.
What companies are similar to SageCreek Planning & Investments?
Companies similar to SageCreek Planning & Investments include Dimensional Fund Advisors, Transamerica Financial Advisors Inc., and Community Choice Financial Family of Brands.
Where is SageCreek Planning & Investments headquartered?
SageCreek Planning & Investments is headquartered at 4233 Colonial Avenue, Roanoke.
What is the main phone number for SageCreek Planning & Investments?
The main phone number for SageCreek Planning & Investments is (540) 767-xxxx.
What is the official website for SageCreek Planning & Investments?
The official website for SageCreek Planning & Investments is sagecreekplanning.com.
What is the annual revenue of SageCreek Planning & Investments?
The annual revenue of SageCreek Planning & Investments is $1M - $5M.
How many employees does SageCreek Planning & Investments have?
SageCreek Planning & Investments has 11 - 50 employees.
What industry is SageCreek Planning & Investments in?
SageCreek Planning & Investments is in the Financial Service industry.
Last updated: July 22, 2025