SagePoint Financial Allegheny River Blvd, Oakmont

Nick has been amazing to work with. We really appreciate his knowledge of the financial markets. He truly cares about me and my family’s goals. I highly recommend him!

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.

Called me on my work line in the middle of the day. A very sleazy kind of voice wanting to talk to my about my investments and retirement. Horribly unprofessional.

Nick made the process of rolling my 401k over very easy. I would highly recommend him!

Vague voice message on my work line from an Adam at Sage Point over here in Oakmont, like I was supposed to know him and his company. Not the first time I’ve had cold calls from these clowns. His message “He’d appreciate if I’d give him a call back”. Fat chance. Never said it was a a Financial Services business and he called me by my first name as if he knew me. Amateur hour.

I received a cold call at my place of employment. I told the advisor I was at work, and he could have cared less and went on his with his sales pitch anyway. Ya, just want I want to do is talk about my finances in an open cubicle environment. He was quite aggressive and wouldn't let me get a word in edge-wise. So, I promptly thanked him and hung up (I could still hear him talking). Another call to my work phone, and I will have my employer block the number. Sheesh! I think all the great reviews above were written by Sage Point employees or their buddies. I don't buy it for a minute!.

Nick did a great job explaining my options and was a joy to work with!

SagePoint Financial has been an amazing place of employment with a lot of growth opportunities. The main focus is helping people with their finances and guiding them through the markets. This is something that is extremely important to me as a person and as an advisor.

Add another complaint about cold calling people at their job. Then having the audacity to argue when he gets called out. If Tony is the guy representing this company, I wouldn't make any long term commitments with this company.

Tony just called me, does not know the definition of " no I'm not interested ". Pressure salesman all day long. gtfoh. Unfortunately I have to give aleast a 1 star for my review to post