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Comprehensive Services to Help Fulfill Your Financial Goals

We offer several core services through SagePoint Financial, Inc including:

*Neither SagePoint Financial, Inc nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation

Why Choose Our Firm?

We’re a Investment Advisory Firm

We Always Act In Our Client’s Best Interest

We’re an Independent Firm

We Offer Our Client’s Choice With No Conflict of Interest

We’re Fee-Based

Our Fees Are Transparent & Competitive

We’re Experienced

Michael has over 20 years of experience

Sound good? Let’s Get Started Today