12412 Powerscourt Drive
Securities, insurance, and investment advisory services offered through SagePoint Financial, Inc., (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Additional insurance services offered through LEER Financial Wealth Management, who is not affiliated with SagePoint Financial or registered as a broker-dealer.
Investments in securities involve risk, including the potential loss of principal invested.
This communication is intended for individuals residing in the states of MO, IL, IN, OH, NC. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT: Please contact us at firstname.lastname@example.org or by calling (314) 394-2354. The site may contain links to articles or other information that are contained on a third party website. SagePoint Financial, Inc. does not endorse or accept responsibility for the content, or the use, of the web site. SagePoint Financial, Inc. assumes no liability for any inaccuracies, errors, or omissions in or from any data or other information provided on the pages.
SagePoint Financial, Inc. is not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by fans or any third parties on social media sites. We do not control, serve, adopt, or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service, or product, or to provide investment, tax or any other advice. At our discretion, we may block followers or remove comments for any reason. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. The entire content of the site, including third party posts, is archived by the broker-dealer to comply with securities regulations.
IMPORTANT: We do not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly. You should never post personal, account or transaction information anywhere on this site.
“Likes”, “Favorites”, or other similar functionality available through social media sites should not be considered a positive reflection of the services offered by LEER Financial Wealth Management, LLC. Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of LEER Financial Wealth Management, LLC.
In certain instances, direct messages may be sent through social media sites. Such messages, which may be confidential and/or privileged, are intended for use only by the intended recipient, any review; copying, distribution or use of these transmissions is strictly prohibited. If you receive a message in error, please (i) notify the sender immediately and (ii) destroy all copies of the message.