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Brian Nagel

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History

Member for
7 years 9 months 2 weeks

Personal Info

Full Name
Brian Nagel
Bio

Securities, insurance products and investment advisory services offered through SagePoint Financial, Inc. and its affiliates, member FINRA / SIPC and a registered investment advisor.

Blue Sky Disclosure: This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, HI, IL, MN, NC, NM, NV, OH, OK, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced

Refer to the website section of my profile for links to the FINRA and SIPC websites.


Professional Info

Organization
SagePoint Financial
Job Title
Financial Advisor
Industry
Financial Services
Profession
Financial Advisor / Retirement Planning / Business 401K's
Business Description

Since 1995, I have run a proactive, client centered, comprehensive wealth management practice to help successful families, professionals and business owners create and realize their vision.  Whether you are concerned about saving and investing, retirement income, charitable giving or estate planning, I will work to provide you with the financial freedom you desire.  I believe my distinctive philosophy and process will guide you through your entire financial journey.

Address
14646 North Kierland Boulevard
Address Line 2
Ste 230
City
Scottsdale
Zip
85254
Phone
(602) 567-8200

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