Contacting your SagePoint Financial
affiliated advisor

For most clients, SagePoint Financial serves only as the broker-dealer for a nationwide network of independent financial advisors. Inquiries or questions about your accounts should be directed to your trusted personal financial advisor. Direct contact information for your Financial Advisor can be found on your regular account statement(s).

SagePoint Financial also employs a network of employee advisors in Scottsdale, Arizona.

The directory of SagePoint Financial employee advisors is available here.

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