Osaic Wealth
Business Contact
Mary E. Weast
ManagerEmail: mweast@sagepointadvisor.com
Contact Information
Phone: (734) 455-2626
Phone: (734) 392-8265
Phone: (734) 455-2609
Hours: Show
Email: mweast@osaicwealth.com
Fax: (734) 455-3119
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Last updated on Feb 26, 2024
Business Description
SagePoint Financial has been dedicated to supporting and empowering its advisors since its establishment in 1970. By providing the necessary tools and systems and actively listening to advisors' needs, the firm ensures that advisors have the freedom to run their businesses effectively. This commitment has resulted in impressive numbers, with over 1,900 advisors generating an average annual GDC of over $178,000 and managing a total of $37 billion in client assets. With a remarkable 98% retention rate and an average tenure of 10.7 years, SagePoint has been the top choice for advisors for over 45 years.
Employees: 1-49
Founded: 1970
Industry
Financial Services » Financial services; Banks
Financial Services » Financial services; Banks
Engaged in:
Other activities auxiliary to financial service activities, Banks, Security and commodity contracts brokerage, Activities auxiliary to insurance and pension funding, Loan companies
Other activities auxiliary to financial service activities, Banks, Security and commodity contracts brokerage, Activities auxiliary to insurance and pension funding, Loan companies
ISIC Codes
6419, 6612, 6619, 662
NAICS Codes
5223
6419, 6612, 6619, 662
NAICS Codes
5223
Questions & Answers
Q1
How long has Osaic Wealth been in business?
Osaic Wealth has been in business for around 56 years.Q2
What is the phone number for Osaic Wealth?
The phone number for Osaic Wealth is (734) 455-2626.Q3
Where is Osaic Wealth located?
Osaic Wealth is located at 127 S Main St #1, Plymouth, MI 48170, Plymouth Township, Michigan.Q4
What days are Osaic Wealth open?
Osaic Wealth is open Mon–Fri 8:30 AM–5:30 PM; closed Sat–Sun.Q5
Is there a primary contact for Osaic Wealth?
Mary E. Weast (Manager) at Osaic Wealth. You can contact Mary E. Weast at email address mweast@sagepointadvisor.com.Q6
What is the web address (URL) for Osaic Wealth?
The website for Osaic Wealth is www.sagepointfinancial.com.Additional Businesses at this Address
127 S Main St #1, Plymouth, MI 48170 Plymouth Township, Michigan, 48170
Businesses in Zip Code 48170
Businesses in 48170: 9,884
Population: 37,842
Categories
Professional Services: 17%
Shopping: 15%
Medical: 12%
Industry: 10%
Other: 46%
Price
Moderate: 55%
Inexpensive: 31%
Expensive: 10%
Very Expensive: 5%
Other: 0%
Area Codes
734: 93%
Other: 7%
Neighborhoods
Old Village: 6%
Plymouth: 90%
Other: 4%
Stats and Demographics for Zip Code 48170
Race
White: 93%
Black Or African American: 2%
Asian: 2%
Hispanic or Latino: 2%
American Indian Or Alaskan Native: 0%
Other: 0%
Gender
Female: 51%
Male: 49%
Other: 0%