Description:
StrategicPoint is an independent wealth management firm, focused on providing financial planning and investment management for individuals and families. Our goal is to provide personalized advice tailored to meet your needs while keeping your best interests top of mind. Our collaborative team culture combines years of extensive experience and broad financial expertise coupled with an empathetic approach to money management. We are passionate about providing the highest quality of service.
List of Services:
Investment Management
Financial Planning
Insurance Services
Number of Employees:
13
For more information, please contact us with the following details:
Contact Email:
lbard@strategicpoint.com
.png){kind=logo}
.png){kind=logo}
Our Network
