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Your Future, Your Plan
Sage Bleakney, Senior Financial Advisor
Sage Bleakney
CUSO Financial Services, L.P.*
Partner with Sage to implement a personalized financial strategy that can help you reach your financial goals.
Let's build a plan to reach your goals, together.
“As a Senior Financial Advisor with nearly a decade of experience in the financial services industry, I have strived to help hundreds of individuals and families save, grow and preserve their assets. My approach is comprehensive and involves becoming educated about your life, goals, and priorities. Life takes twists and turns, and it is important to have someone who understands where you want to go and can help you navigate change. I am genuinely interested in helping you succeed, let's discuss your plans today."
Check the background of this financial professional on FINRA’s BrokerCheck.
About Sage
Sage is driven by servicing his clients on a daily basis and prides himself on getting to know everyone he works with on a personal level. He lives in Ambler with his wife, two children and Maltese dog.
- Series 7 General Securities Representative
- Series 66 Investment Advisor Representative
- Life & Health Insurance Licensed in PA
Regional Coverage
Sage's regional coverage includes Citadel’s Lansdale, Montgomeryville, and Warminster branches.
Upcoming Events
Medicare & Social Security Seminar
Cuso Financial Services, L.P.*
Presented by Sage Bleakney, Senior Financial Advisor
Schedule your complimentary consultation today!
Sage assists members with a variety of investment solutions. Connect with Sage to establish a genuine partnership and a financial plan that’s all about you.
Email: SageBleakney@CitadelBanking.com
Phone: (484) 713-7002
Assistant: Joela Powell, (610) 380-6000 ext. 3360
Build strength for your financial future.
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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
