This profile has been claimed by the business owner or representative.
SagePoint Financial
- Financial Services
- Oakmont, PA
About this business
SagePoint Financial is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 11,000 affiliated financial professionals.
Location details
420 Allegheny River Blvd, Oakmont, PA, 15139, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 7:00 p.m. | |
| Tue | 8:00 a.m. to 7:00 p.m. | |
| Wed | 8:00 a.m. to 7:00 p.m. | |
| Thu | 8:00 a.m. to 7:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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.
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.
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.
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
Nick was very accommodating, helpful and patient when guiding my husband and I through some recent changes and additions to our portfolio. He’s responsive and supportive answering questions thoroughly in a way that is completely understandable.
Frequently asked questions about SagePoint Financial
How is SagePoint Financial rated?
SagePoint Financial has a 3.1 star rating with 34 reviews.
When is SagePoint Financial open?
SagePoint Financial is closed now. It will open on Monday at 8:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com