Point Wealth Management

  • Financial Services
  • Melville NY
  • 11 employees
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Company Overview

Headquarters
400 Broadhollow Rd, Melville NY
Website
pointwealth.com
Employees
11
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Point Wealth Management

Point Wealth Management is a company based in Melville, New York, with a team of 11 employees. Point Wealth Management provides financial guidance and wealth management services to clients seeking personalized financial strategies. They focus on building strong relationships with their clients, acting as a trusted advisor rather than just a salesperson. The company emphasizes three core values: service, integrity, and discipline. They strive to provide unparalleled service through proactive communication and execution, maintain the highest ethical standards, and utilize time-tested financial strategies for their clients' success. To learn more about Point Wealth Management's services, visit their website at pointwealth.com.

Point Wealth Management Industry Tags

Financial Services
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FAQ

What is the location of Point Wealth Management's headquarters?
The headquarters of Point Wealth Management are situated at 400 Broadhollow Rd, Melville NY
What is Point Wealth Management's official website?
The official website of Point Wealth Management can be found at pointwealth.com.
What is Point Wealth Management's current revenue?
As of September 2021, Point Wealth Management's annual revenue reached $3B.
How many employees does Point Wealth Management currently have?
Point Wealth Management employs approximately 11+ people as of September 2021
Which industries is Point Wealth Management primarily operating in?
Point Wealth Management operates in the following industries: Credit, Finance
What are Point Wealth Management's industry tags?
Point Wealth Management's industry tags include: Financial Services

Employee Directory

Key Employees

Thomas Mullany

Wealth Management Advisor

Phone Email

Lauren McNeill

Chief Operating Officer

Phone Email

Victoria DiBenedetto

Investment Operations Associate

Phone Email

Gianna Cannuscio

Client Service & Marketing Associate

Phone Email