SagePoint Financial Allegheny River Blvd, Oakmont

SagePoint Financial Reviews

• J

  Jordan Luscian
  5

  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!

• S

  Shawn Rau
  5

  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.

• T

  Tom Granville
  1

  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.

• S

  Sarah Scheurich
  5

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

• J

  Jeff Holmes
  1

  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.

• L

  Linda Baker
  1

  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!.

• T

  Travis Scheurich
  5

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

• N

  Nick Perini
  5

  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.

• P

  Peter Sweet
  1

  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.

• D

  Dewey Spittler
  1

  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