Sage Rutty & Co., Inc. is a highly regarded financial services firm that has consistently impressed its clients with its exceptional expertise, personalized guidance, and unwavering commitment to helping individuals and businesses achieve their financial goals. The team at Sage Rutty, led by the knowledgeable and passionate Craig, is widely praised for their professionalism, trustworthiness, and ability to navigate complex financial concepts with ease. Clients consistently highlight the team's dedication, patience, and genuine care for their unique situations, whether it's retirement planning, investment management, or employee benefits. Described as "top-notch" and "fantastic to work with," the Sage Rutty advisors are renowned for their proactive, forward-thinking approach and their commitment to developing practical, tailored strategies that cater to each client's specific needs. Their prompt, clear, and friendly communication ensures that clients feel informed, empowered, and confident in their financial decisions. Across multiple reviews, Sage Rutty and its team have earned the highest praise, with clients enthusiastically recommending the firm to anyone seeking smart, steady, and trustworthy financial guidance. The firm's exceptional service and personalized attention have earned it a reputation as a trusted partner in the pursuit of financial success and security.
As close as a phone call or an email, really listens to my goals, helps me have a reasonable expectation for present and future finances
April 2026
Shannon went above & beyond to help me consolidate my various 401k investment accounts. Her professionalism and customer service make it apparent she truly cares, which I feel is rare nowadays. She is a valuable asset and a wonderful representative of your company.
I cannot thank her (and Sage Rutty) enough.
July 2025
The people at Sage Rutty are fantastic to work with, knowledgeable, experienced, and trustworthy. I highly recommend reaching out to Craig and his team for your retirement planning needs.
