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.
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.
Take a virtual bank tour today!
Our financial care experts have saved seniors hundreds per month with just one 15-minute call.