Insights

Growth through Acquisition The recent acquisition by Fairstone Group indicates potential for integration of larger-scale wealth management solutions and expanded client bases, offering opportunities to promote advanced advisory services and cross-selling high-net-worth solutions.

Mid-sized Market Focus With revenue estimates between ten and twenty-five million dollars and a team of up to fifty employees, SABRE Financial Services is well-positioned to benefit from digital tools and support that enhance operational efficiency and client engagement in the mid-sized firm segment.

Client-Centric Approach The company's emphasis on fiduciary care and holistic, personalized financial planning opens avenues for selling relationship management platforms, CRM solutions, and advanced risk assessment tools that can strengthen client trust and retention.

Technology Adoption Utilizing a tech stack that includes analytics, web integrations, and client engagement tools suggests a readiness to adopt new FinTech solutions, including client portals or automation platforms, to improve service delivery and operational scalability.

Market Expansion Potential Given the competitive landscape with large players like Fidelity and Morgan Stanley, SABRE can leverage compliance and back-office solutions, as well as marketing automation, to differentiate its offerings and attract high-value clients seeking personalized advisory services.

SABRE Financial Services, LLC. Tech Stack

SABRE Financial Services, LLC. uses 8 technology products and services including Cloudflare CDN, Google Fonts API, Font Awesome, and more. Explore SABRE Financial Services, LLC.'s tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting
  • AddThis
    Widgets

SABRE Financial Services, LLC.'s Email Address Formats

SABRE Financial Services, LLC. uses at least 1 format(s):
SABRE Financial Services, LLC. Email FormatsExamplePercentage
First@sabrefinancial.netJohn@sabrefinancial.net
73%
First.Last@sabrefinancial.netJohn.Doe@sabrefinancial.net
13%
FirstL@sabrefinancial.netJohnD@sabrefinancial.net
9%
Middle@sabrefinancial.netMichael@sabrefinancial.net
5%

Frequently Asked Questions

Where is SABRE Financial Services, LLC.'s headquarters located?

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SABRE Financial Services, LLC.'s main headquarters is located at 2829 Townsgate Road Suite 315 Westlake Village, California 91361 United States. The company has employees across 2 continents, including North AmericaOceania.

What is SABRE Financial Services, LLC.'s official website and social media links?

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SABRE Financial Services, LLC.'s official website is sabrefinancial.net and has social profiles on LinkedIn.

What is SABRE Financial Services, LLC.'s NAICS code?

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SABRE Financial Services, LLC.'s NAICS code is 52 - Finance and Insurance.

How many employees does SABRE Financial Services, LLC. have currently?

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As of June 2026, SABRE Financial Services, LLC. has approximately 14 employees across 2 continents, including North AmericaOceania. Key team members include Cio, Financial Advisor: S. W. A.President: B. V. B. A.President: T. L.. Explore SABRE Financial Services, LLC.'s employee directory with LeadIQ.

What industry does SABRE Financial Services, LLC. belong to?

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SABRE Financial Services, LLC. operates in the Financial Services industry.

What technology does SABRE Financial Services, LLC. use?

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SABRE Financial Services, LLC.'s tech stack includes Cloudflare CDNGoogle Fonts APIFont AwesomeJSON-LDjQueryGoogle AnalyticsGoDaddyAddThis.

What is SABRE Financial Services, LLC.'s email format?

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SABRE Financial Services, LLC.'s email format typically follows the pattern of First@sabrefinancial.net. Find more SABRE Financial Services, LLC. email formats with LeadIQ.

When was SABRE Financial Services, LLC. founded?

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SABRE Financial Services, LLC. was founded in 2016.

SABRE Financial Services, LLC.

Financial ServicesCalifornia, United States11-50 Employees

At SABRE Financial Services, we are independent advisors and consultants who treat every relationship with the care of a fiduciary steward. We offer holistic and proactive financial services through a team approach to help individuals and businesses achieve their dreams and goals. 

Mission Statement

Providing comprehensive planning, wealth management and risk management strategies to significantly enrich the quality of life for our clients, their families and communities.

Our services
Personal Financial Planning 
Comprehensive planning that compiles all the above designed to define, forecast & meet your unique financial goals.

Corporate Consulting & Business Advisory Services 
Creating value by implementing custom designed benefits and programs to align the interests of the company/owners with the executives/employees.

Wealth Management 
Individually tailored portfolios based on a multi-step process that identifies the client's level of risk, objectives, goals and tax sensitivity. Our level-fee structure aligns the interests of the adviser & client. We offer multiple investment structures & strategies.

Risk Management & Insurance Services
Advanced insurance strategies to create made-to-measure designed plans to meet each client’s unique goals, expectations and needs.


Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory. 

"For full disclosures, please visit our website at www.SABREfinancial.net."

Section iconCompany Overview

Headquarters
2829 Townsgate Road Suite 315 Westlake Village, California 91361 United States
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    SABRE Financial Services, LLC.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    SABRE Financial Services, LLC.'s revenue is estimated to be in the range of $10M$25M

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