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Sagepoint Financial Tax Advice Headquarters

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SagePoint Financial

    https://www.sagepointfinancial.com/
    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. Our structure allows us to invest significant resources across our network, so they enjoy access to state-of-the-art technologies, personalized service ...

Our Location

    http://www.sagepointstl.com/contact_us/
    Corporate Headquarters. 20 E. Thomas Road Suite 2000 Phoenix, AZ 85012 Customer Service: 800-552-3319 Website: www.sagepointfinancial.com

Tax SagePoint Financial

    https://www.sagepointidaho.com/resource-center/tax
    Neither SagePoint nor its representatives offer legal or tax advice. Tax reduction and family wealth planning are not intended to be a substitute for specific individualized tax or legal advice; if expert assistance is required, please consult with your tax or legal professional.

Tax Resources SagePoint Financial

    https://www.sagepointidaho.com/tools/tax-resources
    Neither SagePoint nor its representatives offer legal or tax advice. Tax reduction and family wealth planning are not intended to be a substitute for specific individualized tax or legal advice; if expert assistance is required, please consult with your tax or legal professional.

SagePoint Financial

    https://www.goldenruleadvisors.com/
    Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice.

Tax Forms : Sagepoint Financial

    https://www.sagepointmedina.com/tax_forms.cfm
    Federal Tax Forms. Here you can view, print, or save commonly used tax forms and accompanying instructions for completing the forms. ... *Securities, Insurance Products, and Investment Advisory services offered through SagePoint Financial, Inc. and its affiliates, ... or the rendering of personalized investment advice for compensation, will not ...

Sagepoint Financial

    https://www.sagepointmedina.com/
    Unbiased advice concerning your financial goals for retirement, estate planning, and business is essential to making the best decisions. Working together with you every step of the way, your SagePoint Financial affiliated independent advisor can develop a custom approach for your financial future and formulate a meaningful, long-term ...

SAGEPOINT FINANCIAL, INC.

    https://files.brokercheck.finra.org/firm/firm_133763.pdf
    SAGEPOINT FINANCIAL, INC. Section Title Report Summary Firm History CRD# 133763 1 15 Firm Profile 2 - 14 Page(s) Firm Operations 16 - 31 Disclosure Events 32 Please be aware that fraudsters may link to BrokerCheck from phishing and similar scam websites, trying …

SagePoint Financial - goldenruleadvisors.com

    https://www.goldenruleadvisors.com/team.htm
    Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice.

Our Team - Califano Financial Group

    https://www.califanofinancialgroup.com/tax_page-our-team
    Securities and advisory services offered through SagePoint Financial, Inc., member FINRA and SIPC. Additional advisory, insurance, accounting and tax services offered through Califano Financial Group independent of SagePoint Financial, Inc. Philip Califano California Insurance License # 0B53567. Cary Schultz California Insurance License # 0I03698.

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