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Michael B
Series 63, Series 65
San Tan Valley, AZ
Sage Advisors, LLC
Michael Bell is a financial advisor at Sage Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sage Advisors since 2020, following prior roles at KMS Financial Services and Mass Mutual Investors Services. In addition to his advisory work, he operates as an independent insurance agent, focusing on sales and service of fixed insurance products. Sage Advisors serves individuals and high-net-worth clients as well as pension and profit-sharing plans, trusts, charitable organizations, and other business entities. The firm provides discretionary portfolio management, financial planning, and pension consulting, using diversified allocations and proprietary model portfolios with ongoing monitoring and rebalancing.
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