Sagepoint Financial

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(715) 551-0046(715) 551-0046 View Website »

1710 Patriot DriveWausau, WI 54403

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Business details

Investments

  • Annuities
  • IRAs
  • Mutual Funds
  • Retirement Plans
  • Tax-Exempt Securities

Services

  • Brokerage Services
  • Insurance Brokerage Services

Minimum Investment

  • No

Planning Types

  • Asset & Portfolio Management
  • Debt Management
  • Educational Savings Plans
  • Insurance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning

Certifications

  • Chartered Financial Analyst
  • Chartered Life Underwriter

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

* By Appointment Only

Payments Accepted

  • Personal Checks

Languages Spoken

  • English

Reviews

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