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If you need to make a trade and cannot reach me, another SagePoint advisor is 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 1 then option 3 and follow the prompts.

Backup Advisors:

     Jeff Russek      (203) 985-8277

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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
  • www.alantothcfp.com