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SagePoint Financial
- Financial Services
- Phoenix, AZ
About this business
SagePoint Financial, Inc. is one of the nation s largest broker-dealers with over $27 billion in total account assets and more than 2,300 affiliated independent financial advisors. Headquartered in Phoenix, Ariz. SagePoint supports fee-based financial advisors with one of the most robust technology platforms and largest advisory services teams in the industry. Its dedicated business development team addresses the unique market needs of affiliated financial advisors by providing customized business solutions that achieve long... read more
Location details
20 E Thomas Rd Suite 2000, Phoenix, AZ, 85012, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 7:00 a.m. to 5:00 p.m. | |
| Tue | 7:00 a.m. to 5:00 p.m. | |
| Wed | 7:00 a.m. to 5:00 p.m. | |
| Thu | 7:00 a.m. to 5:00 p.m. | |
| Fri | 7:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Financial advisor CFP Billie C. Cook told me "can't help you" on the phone when I requested help to stop the accts losses this year 5/6/22. He even wrote me an e-mail he is stopping services to me with no referrals 5/9/22. Sage Point Phoenix was contacted by me 5/9/22 and a letter mailed 6/1/22, no follow up from headquarters until I file a complaint with securities. I am a senior citizen with only Econ 101, so I don't know all the avenues to find assistance or where to complain. Billie C. Cook is not professional, he will b... read more
My statement lists their client services as "Your Financial Professional" I called and all they could do for me was give me my acct. balance. No help at all.
Sage Point and their representative Tom Whitlock have ruined my family financially. The deceit, hiding of facts, not following through with the clients wishes, giving money to the wrong person. So far Sage Point mistakes has cost my family $50.000 and we haven't been to court yet. They prey on the elderly, please lead your elderly loved ones away from these frauds.
Frequently asked questions about SagePoint Financial
How is SagePoint Financial rated?
SagePoint Financial has a 1 star rating with 3 reviews.
When is SagePoint Financial open?
SagePoint Financial is closed now. It will open tomorrow at 7:00 a.m.
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