Our Branch

Welcome to the Scotch Plains NJ branch of SagePoint Financial Inc. SagePoint, headquartered in Phoenix, is one of the nation's largest broker-dealers with over 1900 independent financial advisors and 360 branch offices. SagePoint is a registered broker-dealer and Registered Investment Advisor, member FINRA and SIPC.

Our branch office was opened in June 2000 with experienced financial advisors who are long-time residents of the area with strong roots in the community. Our diverse and dedicated group have spent many years working closely with clients to assist them in meeting their financial goals. We take a personal interest in helping you plan for a confident future and are dedicated to building a long-term relationship you can depend on.

We believe that retirement plans, insurance and estate conservation should be top priorities for individuals and families of all ages and income levels. We work with clients whose situations vary from large estates with complex planning issues to clients with basic investment and/or insurance needs. We utilize all types of investments including mutual funds, ETF's, annuities, insurance, stocks and bonds when recommending a plan.  We can work with your attorney or CPA and can recommend these professionals as needed.

Your relationship with us is more than about investing your money. It's about investing your trust in us.