SABRE Financial Services, LLC. Email Format

Financial ServicesCalifornia, United States11-50 Employees

SABRE Financial Services, LLC is a Westlake Village, California-based financial services firm that operates as independent advisors and consultants. It follows a fiduciary, team-based approach to provide holistic financial planning, wealth management, and risk management for individuals and businesses. The firm focuses on helping clients achieve their goals through proactive, comprehensive planning and personalized guidance.

Its offerings include Personal Financial Planning, Corporate Consulting and Business Advisory Services, Wealth Management with a structured process and a level-fee model, and Insurance and Risk Management solutions. Securities are offered through Osaic Wealth, Inc., with advisory services provided by Osaic Advisory Services, LLC; these entities are separately owned and operate independently from SABRE. In December 2022, Fairstone Group announced the acquisition of SABRE Financial Services, LLC.

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