Disclosure

Securities and investment advisory services offered through SagePoint Financial, Inc., members FINRA and SIPC, and a Registered Investment Advisor. Tax and Insurance Services offered through Xcel Financial Group, who is not affiliated with SagePoint Financial, Inc.

This communication is strictly intended for individuals residing in the states of AZ, CA, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TX, UT, VA, WV . No offers may be made or accepted from any resident outside the specific states referenced.

 

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