Our Firm, Process & Services
Sage Largesse is a full-service financial firm committed to helping people pursue their goals and help them protect what matters most. Offering a wide range of products and services to individuals and business owners.
We have been in the financial services industry for the last decade, so to every meeting we bring our own unique life experiences, industry knowledge and the understanding that we are building a long-term relationship with each of our clients.
Dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We're looking forward to using our expertise to help you pursue your financial goals.
Please contact us if you have any questions about our firm or the range of financial products and services we provide, or to schedule a meeting for you to share your story with us.
Our Team
Samantha Beverley, Managing Partner
A graduate of Cornell University, with a Bachelor of Science in Strategic Management, Samantha has successfully obtained her FINRA Series 7 and 66 securities registrations.
Samantha has been in the financial services and insurance industries since 2010, and has become a leader in her industry and community. With specific focuses on reducing the financial exposure families face during a healthcare crisis as well as effectively creating guaranteed lifetime income streams for retirees.*
Samantha has dedicated her practice to helping clients to reduce their financial stress by addressing their greatest areas of vulnerability and concern.
*Guarantees extend to the claims-paying ability of the issuer.
2022 United Healthcare Premier Producer Group, Gold Premier Producer
2021 United Healthcare Premier Producer Group, Gold Premier Producer
2021 Humana Premier Producer Group
2020 United Healthcare Premier Producer Group, Gold Premier Producer
2020 Humana Premier Producer Group
2019 United Healthcare Premier Producer Group, Gold Premier Producer
2019 Masters Council
2019 President's Club
2018 Winner - Ethan Allen Award for Outstanding Achievements
2018 Masters Council
2018 Million Dollar Round Table
2018 President's Club
2018 Top 100 Producers
2018 ESI Top Reps
2017 President's Club
2017 Top 50 Producer 2017 Premier Producer Group
2016 Winner - Rising Leaders Award
2016 Winner - Rookie of the Year
2016 President - Irvington, NY Chamber of Commerce
2016 Board of Directors - Kennedy Children's Center, Bronx, NY & NYC
To schedule a complimentary consultation with Samantha, please contact her at:
914-506-9026
Recognition programs of National Life Group for associates that have demonstrated outstanding performance. Selection is based on sales criteria.
Samantha Brandon Beverley is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in CT, NJ , SC and NY. She is also insurance-licensed in AL, CO, CT, FL, IN, MD, ME, MI, MO, MS, NJ, NY, OH, PA, RI, SC, TN, TX and VA.
Aaron Beverley, Managing Partner
A graduate of the University of Buffalo School of Management, with a Bachelor of Administration in Financial Reporting and Analysis, Aaron has successfully obtained his health and life insurance license in NY, NJ, PA, FL and CT.
Aaron is a member of the board of directors for Rocky Strong, as well as an active member of the Southern Dutchess Referral Team for BNI and a multi-year National Life President's Club member*.
*Membership is based on sales critera.
To schedule a complimentary consultation with Aaron,
please contact him at:
845-750-4962
Our Process
While developing a customized financial strategy, we will walk you through a step-by-step process with the goal of helping make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
Our Solutions
We can help you execute a sound financial program utilizing some or all of the following products and services:
- Custom investment portfolios*
- Lifetime income strategies
- Medicare planning - including Medicare supplements and Medicare Advantage plans
- Multi-generational planning strategies
- Estate planning strategies
- Tax strategies
- Divorce planning strategies
- Saving for college and paying off student loans
- Analysis of healthcare and prescription drug expenses
- Life insurance with living benefit riders
- Long-term care insurance
- Group health insurance
- Ancillary benefits for employees
*Securites and Investment Advisory services are offered soley by Equity Services Inc.