Progressive Financial Concepts Joins SagePoint Financial

PHOENIX--()--SagePoint Financial, Inc., one of the leading independent broker-dealers in the nation, recruited Progressive Financial Concepts. Based in Scottsdale, Arizona, Progressive Financial Concepts has over $2.2 million in GDC. The practice is home to nine advisors:

  • Kory Budinger
  • Stan Waldrop
  • Greg Morell
  • Dustin Lester
  • Michael Otradovec
  • Eric Black
  • Brian West
  • Jessica Weitzner
  • Chris Sevilis

Five additional team members support the practice. The group was especially attracted to SagePoint’s open architecture platform and personalized service.

“We are delighted this team of respected advisors and staff have affiliated with our firm,” said Jeff Auld, President and CEO of SagePoint Financial. “Our open architecture platform and cutting edge technology can serve Progressive Financial well. I am eager to work closely with these advisors to help grow their business and even better serve their clients.”

In explaining the decision to join SagePoint Financial, Kory Budinger, President of Progressive Financial Concepts, noted, “SagePoint’s reputation for its leading technology and diversity of product providers, all housed in its proprietary open architecture platform, were instrumental factors in our decision. We truly believe we are reaping all the benefits of a large firm while still receiving the personalized service we need. We are confident that our new relationship can benefit our clients and help us take our practice to the next level.”

Progressive Financial Concepts was founded in 1979. Its mission is to provide quality financial solutions and services to clients based on trust and integrity. The practice’s advisors bring a vast background of experience ranging from retirement planning, asset management and employee benefits to financial planning and insurance analysis. Its goal is to provide a boutique service experience clients can’t find elsewhere.

SagePoint Financial, Inc. is one of the nation’s largest broker-dealers with over $25 billion in total account assets and nearly 1,700 affiliated independent financial advisors. Founded over 40 years ago and headquartered in Phoenix, SagePoint supports independent financial advisors with the industry’s leading open architecture platform, robust technology offerings and one of the largest advisory services teams in the industry. For more information, visit http://www.SagePointFinancial.com.

Contacts

SagePoint Financial, Inc.
Linda Malamut, 310-772-6533
Linda.Malamut@aig.com

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Contacts

SagePoint Financial, Inc.
Linda Malamut, 310-772-6533
Linda.Malamut@aig.com