SagePoint Financial

Our financial advisors at SagePoint Oakmont provide sound, unbiased advice concerning your financial goals for retirement, estate planning and business. We take a personal interest in helping you plan for your future. We are dedicated to developing a meaningful, long-term relationship that you can depend on and trust. We offer unbiased information... and access to a comprehensive array of choices for investment products. Instead of pushing proprietary products, our advisors offer investment choices that are best suited to your needs. SagePoint Financial, Inc. is one of the nation's largest independent broker dealers with $35 billion in total account assets. 1,900 affilated independent financial advisors and more than 415 OSJ managers. SagePoint supports fee based financial advisors with one of the most robust technology platforms and largest advisory services teams in the industry. Manage your taxes and prepare for the upcoming tax season. Securities offered through SagePoint Financial, Inc., A Registered Broker Dealer. Member FINRA / SIPC NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA / SIPC . The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this informationRead More