Contact Us

If my office number (203) 272-2198 does not answer, please leave a short message.  I check voice mail frequently and will try to respond in a timely fashion.  You might also try my mobile phone (203) 631-9007 and, if no answer, leave a message there too.

If you need to make a trade and cannot reach me, two other SagePoint Financial advisors are available (orders only, not advice).  Have account number handy and the exact details for the trade (amount, description, symbol if possible).  If all else fails, for sell orders only you may contact the SagePoint trading desk (800) 552-3319 option 3 and the follow prompts.

Backup Advisors:

     Jeff Russek      (203) 985-8277

     Rob Hoynes     (203) 271-0222

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Sagepoint Financial Inc.
6 Buttonwood Circle P. O. Box 369
Cheshire, CT 06410
Phone: (203) 272-2198, (203) 631-9007     Fax: (203) 651-1111