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

Account Access

Clicking the company link of where your accounts are hosted will route you to their login page.

American Funds

Franklin Templeton Investments

Foresters Financial

 Brinker Capital  

Lincoln Financial Group

Oppenheimer Funds


  Fidelity Investments

  Delaware Life

John Hancock Retirement Plan Services
  John Hancock Investments



 The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. 

Tell A Friend Tell A Friend

 Securities, Insurance and Investment Advisory Services are offered through SagePoint Financial, Inc., member FINRA/SIPC, and a Registered Investment Advisor. Insurance services may also be offered through Odyssey Wealth Management Group, LLC, which is not affiliated with SagePoint Financial, Inc.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CT, FL, MA, NH and RI. No offers may be made or accepted from any resident outside the specific states referenced.

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