Since the inception of Point Wealth Management, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our team’s commitment to excellence, and the deep relationships we’ve had the opportunity to build with our clients. ‣SERVICE Every client deserves unparalleled service. Our entire team is committed to getting in the trenches with you in the way that we proactively communicate and execute your plan. ‣INTEGRITY Being true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect. ‣DISCIPLINE Consistent, disciplined action leads to exceptional results. Our team believes in time-tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals. You don’t need another money manager or salesperson. You need a guide that understands you, understands your options, and can help you make wise decisions with your wealth. https://www.pointwealth.com/disclosure https://www.northwesternmutual.com/social-media-guidelines
View Top Employees from Point Wealth ManagementWebsite | http://www.pointwealth.com |
Employees | 14 (9 on RocketReach) |
Founded | 1999 |
Address | 400 Broadhollow Rd, Melville, New York 11747, US |
Phone | (631) 592-2017 |
Industry | Financial Services, Finance General, Finance |
Competitors | Adams Gut & Associates |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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Lauren McNeill is the COO of Point Wealth Management.
9 people are employed at Point Wealth Management.
Point Wealth Management is based in Melville, New York.
The NAICS codes for Point Wealth Management are [52, 52393, 5239, 523].
The SIC codes for Point Wealth Management are [62, 628].