OurMission &Culture
MISSION STATEMENTSTRIVING TO CREATE THE BEST FINANCIAL FIRM FOR YOU.
LARCHMONT CULTURE
INTEGRITY: We desire to build a long-lasting relationship with you regardless of constant changes in the financial world. We achieve this by maintaining the highest standard of integrity by incorporating a culture based on knowledge, communication and courage to face obstacles when necessary.
PRIDE: We take great pride in ensuring that the plans we develop will ultimately serve you, first and foremost, rather than our own internal company incentives.
GLOBAL-VILLAGE: Our company was founded in Los Angeles, California, yet we gather information from all corners of the world. We keep our fingers on the pulse of ever-changing global market to keep your plans current and updated.
PHILANTHROPY: We place high priority in corporate citizenship. As ingrained in our culture, we give our time and financial assistance to important charitable organizations throughout the communities we serve.
GOAL: We have one goal. Strive to create the best financial firm for you.
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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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