Sherrill Bambauer, SagePoint Financial, Inc.
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1890 Park Marina Dr, Ste 102, Redding, CA 96001
1890 Park Marina Dr, Ste 102, Redding, CA 96001
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EmailSherrill 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.
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01/02/2020
Provided by YP.comBeen in Redding over 40 years. First Class help and Service with Retirement planning and managing my retirement account
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- Hours
- Regular Hours
Mon - Fri: - 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
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- Estate Management
- Independent Insurance Agents
- Financial Advisors
- Investment Research
- High Risk Insurance
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- Retirement Planning Services, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Investment Securities, Investments, Life Insurance, Mutual Funds, Stock & Bond Brokers