Say “Hi” to Your Retirement Advocate

Talk to your dedicated advocate

Remember seeing the same teller at your local bank? Sagewell combines modern banking and senior finance expertise to bring the benefits of those relationships to your kitchen table. 

Your free, dedicated Retirement Advocate will help you navigate the complex details of retirement and find tons of hidden discounts and savings.

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 submitting your phone number, you agree to receive text messages or phone calls from Sagewell. I understand that texts and calls may be generated using automated technology including autodialers, which may contain pre-recorded messages and that my consent is not required as a precondition for receiving any goods or services. Details on the checking account here¹.


I can’t believe I have access to my Advocate, Billy, for free — he’s helped me save hundreds every month.
Karen M. September 2021
Group

Access Experts with Sagewell

When you open your Sagewell checking account you’ll meet your personal Retirement Advocate. With expertise in senior financial concerns, they’ll take the time to get to know you and your specific situation. The same advocate will meet with you every time, really getting to know you and your situation. 

Your Advocate works with a team of experts across many of the financial problems.

Social Security consultation

You deserve the right social security. Sagewell’s Retirement Advocates are experienced in matching up retirees with the right plan for them – plus we do the work for you, and can deliver completed documentation for you to review and submit.

Aging in Place

Nearly 90% of Americans over the age of 50 want to remain at home and “age in place.” Planning is the key to making this goal a reality. Understanding home modifications, in-home care and adult activity center options earlier is critical. Sagewell is here to help you create your plan and complete the key tasks that allow you to achieve your goals. 

Learn more about “Aging in Place” with Sagewell’s specialists, get in touch today. 


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 [ESIGN Disclosure], Privacy Policy, and Terms of Use, and I also consent by electronic signature to receive calls and text messages from Wecos Financial, Inc. (d/b/a Sagewell Financial) (“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 [(814) 279-7110] about its products or services at any time.

Earn a $250 bonus when you open a Sagewell Consumer Deposit Account (annual percentage yield 0.05%, accurate as of 10/29/2021) and are approved for 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.

Questions? 

Take a virtual bank tour today!

Our financial care experts have saved seniors hundreds per month with just one 15-minute call.

here to help
Please enter a valid phone number