Tell a Friend

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Advisory services offered through Lincoln Sparrow Advisors.  SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This information is intended for use only by residents of AK, CA, FL, IL, MD, MA, NV, NJ, NY, NC, OH, PA, VA, and WI.  Securities-related services may not be provided to individuals residing in any state not listed above.

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