Home
About
Resource Center
Tools
Contact

Contact

Troy Office

2499 West Main Street

Troy, OH 45373

Phone: 937-339-3285

Fax: 937-339-2654

Mon-Fri: 8:00 AM - 4:00 PM

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: 937-339-3285

Fax: 937-339-2654

2499 West Main Street

Troy, OH 45373

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

SagePoint Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

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.

This communication is strictly intended for individuals residing in the states of FL, KY, NC, NV, OH, and PA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these web sites.

Legal services offered through Susan Swinehart, Esq. are independent of SagePoint Financial, Inc.