Our
Corporate
Partners

WHY CORPORATE PARTNERS?
Because we are striving to create the best financial firm.
It is our vision to have our clients experience hands-on, high level service by a private boutique firm while backed by the size and strength of one of the nation's largest independent broker/dealers. With this commitment, we have partnered with trusted resources to add further value for our clients.

Our Partners Make Us Special

SAGEPOINT FINANCIAL

SagePoint Financial is part of Advisor Group whose strength provide powerful momentum to meet the next generation of challenges and opportunities. Advisor Group manages $146.7 Billion in assets and produces $1.3 Billion in annual gross revenue.

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INDEPENDENT CAPITAL MANAGEMENT

Founded in 1988, ICM was formed with philosophy of providing independent financial advice to individuals, families and businesses. Staffed by a team of experts, ICM offers a wide range of financial products and services.

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ICM LENDING

ICM Lending was created to provide unbiased mortgage analysis and competitive solutions for clients' real estate needs.

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CITADEL LAW

Citadel Law corporation is a full-service estate planning law firm. Team of experienced attorneys provide a range of services including estate and gift tax planning, trust administration, revocable living trusts, durable powers of attorneys and more.

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Third party links: Please note that the information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the website you are linking to.

Check the background of this financial professional on FINRA's BrokerCheck

Securities and investments advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC

Insurance services offered through Larchmont Financial Management Co. & Independent Capital Management, Inc.

Mortgage services offered through ICM Real Estate dba ICM Lending. Estate planning services offered through Citadel Law Corporation.

SagePoint Financial, Inc. is a separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

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OurCorporate Partners

Our Partners Make Us Special

SAGEPOINT FINANCIAL

INDEPENDENT CAPITAL MANAGEMENT

ICM LENDING

CITADEL LAW

Interested in our services? We’re here to help!

Our
Corporate
Partners