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:

 

Samantha@SageLargesse.com

 

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:

 

Aaron@SageLargesse.com

 

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


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*Securites and Investment Advisory services are offered soley by Equity Services Inc.