Sage Point Financial Inc

Osland Financial Group, based in Scottsdale, AZ, is an employee-owned company that has been providing comprehensive business and personal insurance solutions since 1988. Their diverse offerings include commercial insurance, health insurance, life insurance, and specialized products tailored to various industries such as construction, healthcare, and technology. The company is committed to social responsibility, actively engaging in philanthropic efforts through the Heffernan Foundation and fostering a culture dedicated to serving client needs. With a strong focus on protecting valuable assets and assisting clients in making informed decisions, Osland Financial Group continues to build a reputation for excellence in the insurance industry. Generated from the website

Jon Rosenthal has 30 years of experience in the financial services industry focusing on retirement accounts, retirement account rollovers and income tax preparation. With a steady hand, Jon has guided clients through good and bad economic times. He has a comprehensive approach that reflects your priorities and your financial needs, while helping you minimize risk as you protect, grow or distribute your wealth.

Founded in 1919, Robert W. Baird & Co. Incorporated is a wealth management, capital markets and asset management firm. Based in Phoenix, Ariz., the firm offers various services, which include securities brokerage, investment banking, research services, private equity and venture capital investing. Robert W. Baird & Co. Incorporated caters services to a number of customers, such as individual, corporate, institutional and municipal clients. It has more than 100 locations in the United States, Europe and Asia, including 58 Private Wealth Management offices worldwide.