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SagePoint Form CRS

Securities, investment advisory and insurance services offered through SagePoint Financial, Inc. [SPF], member FINRA/SIPC.  Neither SPF, nor its representatives, offer tax or legal advice.

This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, CT, DC, DE, FL, GA, IL, IN, IA, KS, KY, LA, MD, ME, MI, MN, MS, MO, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV and WY. No offers may be made or accepted from any resident outside the specific states referenced.  The website 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 on this site is for informative purposes only. None of this information is to be construed as an offer to buy or sell any securities referenced herein. Neither the owner(s) of this website nor SPF. make any guarantee as to the accuracy or completeness of this information.

PLEASE NOTE: When you link to any of the websites/hyperlinks displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.  

 
 
 
 
 
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck