Sagepoint Financial Client Login

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Last Updated: May 28, 2022

For Clients. Account Login. Who We Are. Our mission is to help your financial professional serve your financial needs by providing them with tools and ...

sagepointfinancial.com
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Sagepointfinancial.com

FAQs

1

Is SagePoint Financial a fiduciary?

As a fee-based firm, certain advisors that are affiliated with SagePoint Financial can earn commissions from the sale of specific insurance products or securities. While this creates a potential conflict of interest, the firm's inherent fiduciary duty legally requires it to act in clients' best interests at all times.
2

Who owns SagePoint financial?

Advisor Group Holdings, Inc.
3

What is Sage Point?

SagePoint Financial is part of Advisor Group, the nation's largest network of independent wealth management firms in the United States, with more than 11,000 affiliated financial professionals.

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Date Published: May 28, 2022

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