SagePoint Financial
Finance · 1-10 Employees
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Overview
Phone Number
(201) 661-2353Website
www.onefitadvisor.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
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1
About SagePoint Financial
One Fit Advisor, led by James Capitanello, is an independent financial services firm affiliated with Osaic Wealth, Inc. The company specializes in tailored wealth management strategies, focusing on retirement planning, life and health insurance, and investment services for individuals and small business owners. With a commitment to transparency and ethical practices, One Fit Advisor aims to create personalized financial strategies that align with clients' goals. The firm emphasizes face-to-face consultations to better understand and address clients' unique financial situations.Explore more
Popular SearchesSagePoint Financial Inconefitadvisor.comSIC Code 62,628NAICS Code 52,523Show more
SagePoint Financial Org Chart
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SagePoint Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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SagePoint Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SagePoint Financial.
SagePoint Financial Tech Stack
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Frequently Asked Questions Regarding SagePoint Financial
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One Fit Advisor, led by James Capitanello, is an independent financial services firm affiliated with Osaic Wealth, Inc. The company specializes in tailored wealth management strategies, focusing on retirement planning, life and health insurance, and investment services for individuals and small business owners. With a commitment to transparency and... Read More
