Home

About Us

	Our Mission Statement
	Affiliated Offices
	Our Location
	Our Firm
	Services We Offer
	Qualifications
	Access Your Accounts
	Featured Links
	Tell A Friend

Learning Center

	Articles
	Calculators
	Newsletters
	iMoney
	Glossary
	Tax Library

Market Watch

	Detailed Quote
	Symbol Lookup
	Multi Quote
	Markets at a Glance
	Charting
	Portfolio

Qualifications

Bruce Homans is a Registered Representative with SagePoint Financial, Inc. and a CERTIFIED FINANCIAL PLANNER™ professional.

Bruce has been in the Financial Services Industry since 1997. Bruce graduated from Ohio Northern University in 1977 with a degree in pharmacy and is a Registered Pharmacist, RPH. He practiced and managed pharmacies in Texas, Ohio, and Pennsylvania from 1977 to 1997.

Bruce earned the CFP® mark in 2002 from the College for Financial Planning. He is also a member of the Financial Planning Association.

Gloria Homans is an Financial Advisor and a Registered Principal through SagePoint Financial, Inc.

She has been in the financial services industry for over thirty years and has vast experience in:

financial, retirement, and estate planning
long term care and insurance
wealth transfer strategies
tax preparation

As a Financial Advisor, Gloria believes in the education for individuals, families, and business in order to help them accomplish their goals and objectives. She addresses what is important to them, helps them to best utilize their resources, and continuously monitors their progress.

*Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Homans & Associates is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, FL, GA, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NM, NV, NY, OH, OK, TX, UT, VA, VT, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.