Sagepoint Financial Inc is a firm that provides insurance agent or broker, financial advisor, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Colorado, Maine, New Jersey, Tennessee, and Wisconsin (although they are present in other states as well).
Most Sagepoint Financial Inc clients are outpatient health care practitioners and facilities, inpatient nursing, hospice, and rehabilitative care facilities, child and youth services, services for the elderly and people with disabilities, vocational rehabilitation services, trade associations, and professional associations with revenues ranging from $8.9 million to $14 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Partnership for Children of Essex (PCE) | 501(c)(3) | Bloomfield, NJ |
| 2 | Centennial Mental Health Center | 501(c)(3) | Sterling, CO |
| 3 | Eastern Colorado Services for the Developmentally Disabled (ECSDD) | 501(c)(3) | Sterling, CO |
| 4 | Skills | 501(c)(3) | Saint Albans, ME |
| 5 | Sierra Health Care | 501(c)(3) | Cleveland, TN |
| 6 | Retail Association OF MAINE | 501(c)(6) | Augusta, ME |
| 7 | Wellness Alliance | 501(c)(3) | Brookfield, WI |
Competitors to Sagepoint Financial Inc in the nonprofit sector include Wells Fargo Clearing Services LLC, NFP Retirement Inc., Ubs Financial Services, Inc., Merrill Lynch Life Agency, Morningstar, Captrust, CBIZ Retirement Plan Services, United Of Omaha, Minnesota Life Insurance Company, and Cambridge Investment Research.
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