Broker Check

Office One

314 East Highland Mall Blvd

Suite 208

Austin, TX 78752

Office Two

810 South Mason Road

Suite 260

Katy, TX 77450

Client Links to Accounts

The following links will allow you to access your accounts

Brokerage Account at SagePoint Financial, Inc. (NetX Select)

Brokerage Account at American Funds

Brokerage Account at Fidelity

529 College Savings Plan At LoneStar 529

529 College Savings Plan At Scholars Choice

529 College Savings Plan At Fidelity

401(k) account through Paychex

401(k) account through Paychex Advisor Select

401(k) account through One America

401(k) account through Empower Retirement

401(k) account through Transamerica Retirement Services

401(k) account through John Hancock Retirement Services

401(k) account through Principal

401(k) account through ADP Retirement Services

401(k) account through Lincoln

PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.

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