Ted J. Bernat

Registered Representative





A professional Financial Planner with SagePoint Financial, Inc.


26 years of personal practical experience in:


  • Financial Planning
  • Investment Brokerage
  • Senior Life Planning
  • Insurance (Life and Long Term Care Coverage)
  • Real Estate
  • Business Ownership


My Services Provide:

        DIRECTION - continued guidance with your ever-changing personal financial planning program.


       ASSISTANCE - a disciplined approach to help you stay on track with your total financial plan.



      LEGACY PLANNING and PRESERVATION - for you, your spouse and your estate.


Phone (800) 837-1872
Fax (330) 241-5695