facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck
%POST_TITLE% Thumbnail

Growing Our Firm and Other News

Summer is finally here and it is always a very busy time between kids and grandkids being home from school, vacations, and work around the house. It’s crazy to think that half the year has already passed!  It’s been a busy year for us so far and it looks like there’s no slowing down this summer, either. We have lots of exciting things happening and want to share them with you.

First, both us of recently passed our Series 24 Exam.  After months of studying paired with years of experience, we are both now Registered Principals. This means we can expand our team by hiring and supervising other Financial Advisors. We are now excited to be establishing our own firm, which we’ve named Scott Advisory Group.  SagePoint Financial will remain our Broker/Dealer and our branch office will stay in our current Framingham location. We are excited to grow our team and take on new clients together as Scott Advisory Group.

We are now in the process of building a new and improved website which will replace and consolidate our financial advice website dedicated to women, TheStockSisters.com and our regular branch website, NewEnglandRetirementConcepts.com.  We will be adding new online access and other tools to improve the client and visitor experience.  We hope to launch our new website by August and are looking forward to sharing it with you soon.  Our website will offer many of the same features available already, including our blog, event invitations, plus more about Scott Advisory Group and our growing team.  Please stay tuned for the launch of this website as well as new marketing material that we will be sharing on Social Media and mailing out to clients, (and non-clients upon request). We are currently printing brochures which will highlight our partnership as sisters and our business’ family background.

Last year we began working with The Parents Estate Planning Law Firm out of Acton, MA.  Paula and David Feakes run a family business, like us and some of our clients have already benefited from working with their team.  If you are seeking guidance with a trust, will, or any other estate planning needs, including a second look or replacing your current documents, please contact us for a referral. Together, we will be co-hosting an educational event for clients and guests later this summer with more information on the importance of estate planning as part of your financial and retirement plan.  We’ll be sure to share the location, date, and other details on this event with you shortly.

As always, we want to thank you for your following along!  As clients, professional connections, and friends, we appreciate your continued support as we grow our practice.  We welcome your questions and comments anytime.  Thank you for allowing us to share these updates with you and we look forward to continuing to staying in touch whether that’s in person or simply connecting on Social Media.  

Sincerely,

Jessica and Samantha


SagePoint Financial Inc., and The Parents Estate Planning Law Firm are not affiliated.

Check the background of this firm/advisor on FINRA’s BrokerCheck.