SagePoint Financial

Shawn Rau 

on Google

3 years ago

My experience with Sage Point Financial began 3 + years ago. Since Nick Perini has been managing my retirement portfolio, Nick has done a great job using his insight & strategy with todays' market. I appreciate his time and availability, but he shows how much he cares for me personally and my family. The process of retiring & executing my financial portfolio has been seamless, thanks to all of Nick's help. 

Carolyn Mogle 

on Google

2 years ago

I was referred to Nick Perini by a friend and was not disappointed. Nick is a very friendly, knowledgeable and honest Advisor. He is always willing to spend time with you and is great to stay in touch and follow up...he goes the "extra mile" with a smile. 

Linda Baker 

on Google

7 years ago

I received a cold call at my place of employment. I told the advisor I was at work, and he could have cared less and went on his with his sales pitch anyway. Ya, just want I want to do is talk about my finances in an open cubicle environment. He was quite aggressive and wouldn't let me get a word in edge-wise. So, I promptly thanked him and hung up (I could still hear him talking). Another call to my work phone, and I will have my employer block the number. Sheesh! I think all the great reviews above were written by Sag... read more

RHONDA STRINER 

on Google

2 years ago

Nicholas Perini is our financial advisor. We have dealt with others advisors before him and not one of them keep in touch with us like they said they would. Nick told us from the start that he would keep in touch with us and he has kept his word. He is a very polite and knowledgeable young man. When we have questions or concerns he is right there to answer and help. 

Jordan Luscian 

on Google

3 years ago

Nick has been amazing to work with. We really appreciate his knowledge of the financial markets. He truly cares about me and my family’s goals. I highly recommend him!