SagePoint Financial

SagePoint Financial

Financial Services Suite 2100 172 employees
Employees
172
Contacts
4
Emails
4
Phones
3

SagePoint Financial Overview

Headquarters
Suite 2100
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
172
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About SagePoint Financial

In a world where change is constant, SagePoint Financial is changing the paradigm of what you should expect from an independent broker-dealer. We’re doing so by transforming the way we lead into the way we listen. By transforming our customers into collaborators. And by transforming 40 years of experience into know-how that works today – and works for you. While we offer you the resources that come with being a part of one of the largest networks of independent advisors in America, we’re also driven to remain the most flexible, most nimble and most collaborative broker-dealer for your business. So whether it’s offering adaptable solutions that easily conform to your idea of success or providing evolving technologies that enable you to stay ahead of the curve, as the world changes, so do we. And so can you. If you’re ready for a relationship with a broker-dealer that shares your vision of success, join SagePoint. And together, let’s point your business in a whole new direction. SagePoint Financial, Inc. is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC. FINRA: http://www.finra.org/ SIPC: http://www.sipc.org/ Social Media Disclosure: http://sagepointfinancial.com/disclosures/socialmedia

SagePoint Financial Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

SagePoint Financial Org Chart

Sample employees and titles
Name Title Contact
Julie "Jake" Clark Vice President of Branch Development , Northeast Region
Email Phone
David Fontaine President of the Fontaine Retirement Group, an Independent Firm
Email Phone
Paul A. President, Heritage West Capital - Financial Advisor & Investment Advisor Representative, Osaic Wealth, Inc.
Email Phone
Barbara Orechoff Financial Planning / Investment Advisor Representative
Email

Employees by Management Level

Manager 9 profiles
Executive 8 profiles
Individual contributor 7 profiles
Senior / Lead 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 7 7 4
General 5 5 3
Executive 3 3 1
IT 1 1 0
HR 1 1 0

SagePoint Financial Tech Stack

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