services through SagePoint Financial. We offer fee-based and commission-based financial planning services with a CFP®: Certified Financial Planner™. EBNY Insurance creating corporate, individual and scholastic plans, and can find the best rates on the market.

a range of issues. Our experienced team of planners have decades of experience assisting clients with their financial goals, such as retirement planning, tuition savings, and more. We operate on a fee-only basis, is dedicated to helping you make sound financial decisions for your short and long-term