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

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Services/Products

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

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

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

Reviews

Details

Phone: (530) 395-1285

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

Website: http://www.sherrillbambauer.com