Marsh & McLennan Agency Retirement Services

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Address:

9171 Towne Centre Drive Suite 500
San Diego, CA 92122

Phone:

858-587-7556

Fax/Other:

858-909-9755

Twitter Disclosure

Securities offered through SagePoint Financial, Inc., a registered broker-dealer and SEC registered investment advisor and member FINRA, SIPC. Marsh & McLennan Insurance Agency LLC is not affiliated with SagePoint Financial Inc. and is not registered as a broker/dealer or as a registered investment advisor.

This communication is intended for individuals residing in the states of AZ, CA, CO, FL, IA, IL, LA, MN, MO, MT, NE, NV, OH, OR, TX, UT, VA, WA, and WI.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

Investments in securities involve risk, including the potential loss of principal invested.
No offers may be made or accepted from any resident outside the specific state(s) referenced.

The Twitter site may contain links to articles or other information that are contained on a third party website. SagePoint Financial, Inc. does not endorse or accept responsibility for the content, or the use, of the web site. SagePoint Financial, Inc. assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages.

SagePoint Financial, Inc. is not affiliated with Twitter.  We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on this site. We do not control, serve, adopt or endorse any content that Twitter may publish on this site.  No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.  At our discretion, we may block followers for a number of reasons.

We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies.

IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call 858-587-7556.

For Posts referencing Mutual Funds:

Mutual Funds are not guaranteed by any source and can lose money including principal invested. Note: Differing share classes have varying expenses, loads, fees and breakpoints. These differing classes also have holding periods that are appropriate depending on the investor objectives and goals. Target date funds involve risk and each investor should consider their individual risk tolerance and complete financial situation prior to investing. Target date funds are not guaranteed and it’s possible to lose money at and after the target date. An investor should not invest solely based on one’s retirement date.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck