Low 403(b) fees + unmatched senior savings = senior wealth

Low 403(b) fees + unmatched senior savings = senior wealth

Designed specifically to fit the senior and retiree lifestyle, your industry leading Sagewell checking & investment account will allow you to:

  • Access the best senior-focused investment, checking and savings platform all in one place
  • Enjoy 10,000+ exclusive senior discounts & save $100’s/mo on your bills
  • Earns 2.30% interest on your deposits & get paid up to two weeks early
  • Get free support from experts to help you thrive in retirement 
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Sagewell is a financial technology company and is not a bank. Banking services provided by Choice Financial Group; Member FDIC. The Sagewell Visa® Debit Card is issued by Choice Financial Group pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted. By submitting your phone number, you agree to receive text messages or phone calls from Sagewell. Details on the checking account here¹.

Sagewell In The Media

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“My Advocate Sam helped save hundreds every month by reviewing all my complicated payments!”
Eric M. – Massachusetts
Live out your golden years with financial freedom

Combine Senior Savings, Banking, and Investment in One Easy Place

Live out your golden years with financial freedom

Combine Senior Savings, Banking, and Investment in One Easy Place

We understand that retirees today likely have their retirement savings spread over many different types of accounts. Now you can access  senior savings, banking services, and investment accounts in one easy place.

You’ll earn an industry leading interest rate on your Sagewell checking account, take advantage of competitively low investment fees with our Robo Advisory service, and get the most out of your income by spending less and earning cash back on eligible purchases. We want you to flourish in retirement with more cash flow, security, and clarity about how you’re spending your hard-earned money.


Lower fees, higher returns, cashback rewards, large bill assistance services

More money today, next week & next decade

Lower fees, higher returns, cashback rewards, large bill assistance services

More money today, next week & next decade

Seniors are often fleeced by high management fees and low returns on investment by banks and financial institutions. Sagewell counters this by offering low-fee investment management services and personalized banking, often massively outperforming standard 403(b)s and other investment platforms that rely on predatory behavior and hiding management fees.

With Sagewell we think of it like letting your existing savings and investments grow like a snowball rolling down a money mountain. We slash fees and maximize savings so that over time your money generates more compound interest. The results are often shocking – check out our free retirement calculator here to see how much money you could be saving:

Try the FREE Sagewell Retirement Calculator


Lower fees, higher returns, cashback rewards, large bill assistance services

More money today, next week & next decade

Lower fees, higher returns, cashback rewards, large bill assistance services

More money today, next week & next decade

Save on everyday purchases immediately with Sagewell’s exclusive brand partnerships like Home Depot and Walmart. It works as cashback on your account, so you can start saving extra as soon as today.

Expenses can add up too – Sagewell helps you save even more on the big stuff like health care, monthly bills and hidden fees. Sagewell has partnered with Resolve to offer all Sagewell members access to their medical bill negotiation services free of charge. Normally up to $500, but free for our members.


Combine the best retiree focused investing, checking and saving

Built for YOU from the ground up

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Combine the best retiree focused investing, checking and saving

Built for YOU from the ground up

We’ve talked to thousands of seniors about what they wanted and combined dedicated personalized service with an easy to use platform built just for seniors. 

Our dedicated, friendly, expert Retirement Advocates help you navigate the complexity of multiple accounts, healthcare planning, hidden savings programs, tax savings programs and more. 

We combine the highest interest, the lowest fees, the most (often automatic) savings programs and the most smiles to give you the world’s best senior finance experience. 

Reach out today for a free conversation to see how we can help!


Know where your money is going, and that you are making the most of it!

Feel secure in your senior finances

Know where your money is going, and that you are making the most of it!

Feel secure in your senior finances

With Sagewell you can get paid up to two weeks early, minimize investment fees, maximize savings, and see your entire financial landscape in one place. 

We know that financial safety is top of mind – not trying to squeeze out every drop and leaving you in the cold if the economy shifts. Our Retirement Advocates work with you to build a plan that works for your lifestyle. 

By building a plan that works for you, and maximizing every hard earned dollar, you can rest easy and enjoy your golden years. 


Get help with rollover, combining accounts and more

We make switching and seeing everything easy

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Get help with rollover, combining accounts and more

We make switching and seeing everything easy

From rollovers to hidden fees to unexpected expenses we help you take care of the details without overwhelming you, making sure you feel safe every step of the way. We know it can be hard to see where your money is, where it’s going and what the future holds. Sagewell isn’t perfect but we do have real financial experts available to help guide you through what is often a tricky process. 

Our dedicated staff of senior finance specialists makes it easy (and some people even say fun!) to combine your accounts and expenses and get a handle on your finances and then improve them. Need help getting a handle on 403(b), IRA, and 401k accounts and maximizing your hard earned money? Reach out today – we are here to help!

 


We’re Here To Help

New to online banking? Not a problem.

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We understand online banking can be daunting, especially if you’ve been banking with a traditional bank for most of your life. That’s why we’ve made our banking app super easy to use. It’s available 24/7 and if you ever have questions, we’re here to help. Because it’s ok not to know.

here to help
Please enter a valid phone number

Sagewell is a financial technology company and is not a bank. Banking services provided by Choice Financial Group; Member FDIC. The Sagewell Visa® Debit Card is issued by Choice Financial Group pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted.

By providing my phone number and clicking the “Submit & Agree” button below, I agree to the E-Sign, Privacy Policy, and Terms of Service, and I also consent by electronic signature to receive calls and text messages from Sagewell Financial, Inc. (“Sagewell”) or its representatives made by any means or technology, including an automatic telephone dialing system, at the phone number I have provided, even if that number is on a state or national do not call registry. I understand that my consent to such calls and text messages is not required to purchase products from or use the services of Sagewell and that I may contact Sagewell at [email protected] or (617) 397-3764 about its products or services at any time.

Earn a $250 bonus when you open a Sagewell Consumer Deposit Account and are approved for and enroll in our Advance Service. The bonus will be deposited into your Sagewell Consumer Deposit Account on the same day as your first Advance Service deposit following initial enrollment. No minimum balance or opening deposit required. Fees may reduce earnings. See website for details: https://www.sagewellfinancial.com/sagewell-bonus-terms-and-conditions/