Sherrill Bambauer, SagePoint Financial, Inc.

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General Info

Sherrill Bambauer has been providing clients with financial planning and investment services since 1974, in Redding, California. In 1986 the University of California, Davis, awarded her the Certificate in Personal Financial Planning after she completed the two year course of study. She is a Registered Principal offering securities through SagePoint Financial, Inc., and is an Investment Advisor Representative with SagePoint Financial, Inc.Sherrill received her Bachelor of Arts degree from University of Arizona, completed the requirements for her teaching credential, and taught mathematics, English, (and other subjects) for seven years prior to entering the financial services industry. She and her husband have lived in Redding since 1971 and have five grown children and thirteen grandchildren.Their very helpful and experienced staff members are Brenda Kreps and Mark Cheeseman.

Email

Email Business

Services/Products

Information & Referrals, Commodity Trading Consultants & Advisors, Employee Benefit Plans, Branch Office, Independent Insurance Agents, Credit Reports, High Risk Insurance, Bid Depositories, Chartered Life Underwriters, Letters of Credit, Bonding, Financial Management, Online Trading, Competitive Analysis, Litigation Support, Trust Management, Fee-Based Financial Planning, Trading Strategies, Tax Advisors, Financial Assistants, Escrow Services, Bid Reports, Family Financial Planning, Survivor Benefits, Insurance Agent, Asset Management, Market Analysis, Retirement Planning, Insurance Planning, Tax Planning, Asset & Portfolio Management, Traveler's Checks, Insurance Premiums, Estate Management, Investment Research, Business Planning, Estate Planning, Guardianships, Elder Care Planning, Inheritance Planning, Franchise Consultants, Equity Investments, Financial Education Workshops, IRA Rollovers, Mergers & Acquisitions, Trusts, Foreign Currency Traveler's Checks, Financial Advisors, Financial Consultants, Charitable Trusts, Stock Investments, Financial Planning, Investment Advisors, Debt Management, Receivable Management, Options, Mutual Funds, Tax-Exempt Securities, Stocks, SEP Individual Retirement Accounts, Bonds, Individual Retirement Accounts, Annuities, Municipal Securities, Money Market Funds, International Securities, Government Securities.

Brands

AXA Equitable, Allstate, American Family, Bankers Life & Casualty, Blue Cross-Blue Shield, Cigna, Co-Operators Insurance, Farm Bureau Ins, Farmers Insurance, Hartford, Kemper Group, Massachusetts Mutual, Nationwide Ins Co, New York Life, Primerica Financial Svc, Prudential, Safeco, Sentry-Dairyland, Shelter Ins, State Farm, Sun Life Assurance, Travelers

Neighborhoods

Redding, Kutras

Other Link

http://www.sherrillbambauer.com

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Securities, Investments, Life Insurance, Mutual Funds, Stock & Bond Brokers

Reviews

Details

Phone: (530) 243-5646

Address: 1890 Park Marina Dr, Ste 102, Redding, CA 96001

Website: http://www.sherrillbambauer.com