Our Firm, Team, 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.
2019 National Life President's Club
2018 Winner - National Life Ethan Allen Award for Outstanding Achievements
2018 Masters Council
2018 Million Dollar Round Table
2018 National Life President's Club
2017 National Life President's Club
2017 National Life Premier Producer Group
To schedule a complimentary consultation with Samantha,
please contact her at:
914-506-9026
Samantha Brandon Beverley is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in CT, NJ and NY. She is also insurance-licensed in CT, FL, NJ, RI, TN and NY.
All awards and memberships are based on sales critera.
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 Samantha Beverley, Registered Representative and Investment Adviser Representative, Equity Services Inc.