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SageCreek Planning & InvestmentsFinancial advisor in Roanoke, VA

SageCreek Planning & Investments is a financial advisor at 4233 Colonial Ave SW, Roanoke, VA 24018, ranked #21 of 43 financial advisors in Roanoke and rated 5.0 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Roanoke, VAUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about SageCreek Planning & Investments
Address4233 Colonial Ave SW, Roanoke, VA 24018Get directions
Phone(540) 767-4834
Websitesagecreekplanning.com
HoursMonday to Thursday: 8:30 AM – 4:30 PM; Friday: 8:30 AM – 3 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Roanoke and 5 towns within 25 miles: Cave Spring, Salem, Hollins, Blacksburg and Christiansburg.

Based in Roanoke, VAView on map

Opening hours

Opening hours for SageCreek Planning & Investments
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about SageCreek Planning & Investments

How is SageCreek Planning & Investments ranked in Roanoke?

SageCreek Planning & Investments is ranked #21 of 43 financial advisors in Roanoke by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are SageCreek Planning & Investments’ hours?

SageCreek Planning & Investments is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 4:30 PM; Friday, 8:30 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does SageCreek Planning & Investments serve?

Serves Roanoke and 5 towns within 25 miles: Cave Spring, Salem, Hollins, Blacksburg and Christiansburg. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about SageCreek Planning & Investments?

SageCreek Planning & Investments has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact SageCreek Planning & Investments?

Call SageCreek Planning & Investments on (540) 767-4834. The business is at 4233 Colonial Ave SW, Roanoke, VA 24018. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

SageCreek Planning & Investments compared with nearby businesses
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SageCreek Planning & Investments (this business)—675.0 (5)NoNo
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Ayers Financial Services#20673.9 (7)NoNo7.4 mi
Pressy Williams: Primerica - Financial Services#22675.0 (5)NoNo9.0 mi

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