Osaic Wealth 420 Allegheny River Boulevard, Oakmont, PA 15139
About the Business
Osaic Wealth is a leading financial institution located at 420 Allegheny River Boulevard in Oakmont, Pennsylvania. Specializing in wealth management and financial planning, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Osaic Wealth is committed to providing top-notch financial guidance and support to individuals and businesses alike. Contact us today to learn more about how we can help you build and protect your wealth.
Photos
Location & Phone number
420 Allegheny River Blvd, Oakmont, PA 15139, United States
Hours open
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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."
"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."
"Nick was extremely helpful in explaining the account to the wife and myself. He also retrieved an annuity account I had which required a lot of extra time. Appreciate all of Sage financials work"
"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."
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