Your Partner In Building A
Strong Financial Foundation.

OMG! Where should I start? It has always been a pleasure working with each of you! Any and all questions we have asked are answered quickly - quite amazing considering I usually have questions during tax time! We have complete confidence in how our investments are explained and handled; our annual reviews are done professionally and in a manner we understand. It is so fun seeing you at the fun events you offer - good times!
Your service and helpfulness are immeasurable!!

Darrell & Fran T.

*This statement is a testimonial by a client of the financial professional as of 03/09/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

The Fukuda Family has been with Trish and her team for 20+ years. My wife and I started our retirement plans with Trish as we watched her carefully take care of my parents ahead of their retirement.  Not only are they good financial professionals but they are also simply great people who care about us as if we were family.

Aaron & Dina F.

*This statement is a testimonial by a client of the financial professional as of 03/12/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Trish-Jay-Stacy, I truly appreciate all you have done to help me through the years. You’ve made the process easy and that’s exactly why my resolve has been to make the most of this opportunity. Thanks again!

Laura C.

*This statement is a testimonial by a client of the financial professional as of 03/12/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

We have been working with Trish for many years and have always been very confident with the advice provided with regards to our investments. The SAGE Group with Trish and Jay take the time to work toward ensuring we understand  current market conditions. We look forward to our partnership with SAGE Group for many years to come.

Robert and Joan D.

*This statement is a testimonial by a client of the financial professional as of 03/12/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

I have a great peace knowing that SAGE Financial Partners can be entrusted with helping with my investment interests. The Arnolds take the time to know you, your needs, and care about your well-being. They are a joy to work with.

Carol R. 

*This statement is a testimonial by a client of the financial professional as of 03/12/2026. The client has not been paid or received any other compensation for making these statements.  As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.