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One View Portfolio Statement
You can receive a One View Portfolio Statement providing current values on all investments through our office. This customized portfolio statement would include: mutual funds, variable annuities, professionally managed accounts, and SagePoint Financial Pershing brokerage accounts. The One View Portfolio Statement would include your investments as well as other family member's accounts for the same household.

The One View Portfolio Statement is the same statement we provide our clients. To get established and have access so you can obtain your own One View Portfolio Statement at any time, please give Sue a call 727-724-9499.

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 2764 Sunset Point Road #600, Clearwater, FL 33759
Phone: 727-724-9499 Fax: 727 724 9438 Email: scerwin@sagepointadvisor.com

Securities and Investmnt Advisory Services offered through SagePoint Financial, Inc. member FINRA and SIPC.  Insurance services offered through GFC Financial Management and Real Estate Services offered by Sue Cerwin through Coldwell Banker Residential Referral Network. Listed entities are not affiliated with SagePoint Financial, Inc.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. 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, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, FL, GA, IN, ME, MA, MI, MS, NH, NJ, NY, NC, OH, PA, SC, TX, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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