SagePoint Financial
20 East Thomas Road, Phoenix, AZ 85012
About the Business
SagePoint Financial is a finance institution located at 20 East Thomas Road in Phoenix, Arizona, United States. We specialize in providing a wide range of financial services to help our clients achieve their financial goals. Our experienced team of advisors offers personalized guidance and solutions to help you navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or looking to protect your assets, SagePoint Financial is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos
Location & Phone number
20 E Thomas Rd Suite 2000, Phoenix, AZ 85012, United States
Hours open
Monday:
07:00 - 17:00
Tuesday:
07:00 - 17:00
Wednesday:
07:00 - 17:00
Thursday:
07:00 - 17:00
Friday:
07:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Financial advisor CFP Billie C. Cook told me "can't help you" on the phone when I requested help to stop the accts losses this year 5/6/22. He even wrote me an e-mail he is stopping services to me with no referrals 5/9/22. Sage Point Phoenix was contacted by me 5/9/22 and a letter mailed 6/1/22, no follow up from headquarters until I file a complaint with securities. I am a senior citizen with only Econ 101, so I don't know all the avenues to find assistance or where to complain. Billie C. Cook is not professional, he will be unable to financially help you."
"My statement lists their client services as "Your Financial Professional" I called and all they could do for me was give me my acct. balance. No help at all."
"Sage Point and their representative Tom Whitlock have ruined my family financially. The deceit, hiding of facts, not following through with the clients wishes, giving money to the wrong person. So far Sage Point mistakes has cost my family $50.000 and we haven't been to court yet. They prey on the elderly, please lead your elderly loved ones away from these frauds."
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