Pointer Financial Group Information

View Top Employees from Pointer Financial Group

Pointer Financial Group is an independent, fiduciary advisory firm focused on retirement plan consulting and executive wealth management. Our core values of expertise, loyalty, and altruism drive both our internal culture and the principals by which we serve clients.

Website	http://www.pointerfg.com
Employees	7 (6 on RocketReach)
Founded	2014
Address	15800 W Bluemound Rd., Brookfield, Wisconsin 53005, US
Industry	Financial Services
Keywords	Retirement Planning, Financial Advisory, Wealth Management, Fiduciary Advisor, Investment Consulting, Retirement Consulting, Executive Compensation, 401k Consulting, Pension Consulting, Estate Planning, Financial Planning, Investment Management, Portfolio Management, Tax Planning, Retirement Solutions, Wealth Strategies, Financial Strategies, Retirement Accounts, Investment Strategies, Long-Term Care
Competitors	Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, TIAA, TD Ameritrade +50 more (view full list)

Pointer Financial Group Questions

Who is the President of Pointer Financial Group?

Matt Bruce is the President of Pointer Financial Group.

How many people are employed at Pointer Financial Group?

6 people are employed at Pointer Financial Group.

Where is Pointer Financial Group based?

Pointer Financial Group is based in Brookfield, Wisconsin.

Top Pointer Financial Group Employees

Matt Bruce

President at Pointer Financial Group

Milwaukee, WI, US
3
- gmail.com
- pointerfg.com
- pointermc.com
2
- +1 262-649-XXXX
- +1 414-939-XXXX
Avery Corey-Dickinson

Investment Analyst at Pointer Financial Group

Waterford, WI, US
2
- pointerfg.com
- pointermc.com
2
- +1 262-662-XXXX
- +1 262-758-XXXX
Shelly Wohler

Financial Advisor at Pointer Financial Group

Milwaukee, WI, US
2
- pointerfg.com
- pointermc.com
Naomi Chang

Financial Planning Specialist at Pointer Financial Group

Milwaukee, WI, US
2
- pointerfg.com
- pointermc.com
2
- +1 715-252-XXXX
- +1 715-345-XXXX
Jennifer M.

Relationship Manager at Pointer Financial Group

Racine, WI, US
2
- pointermc.com
- pointerfg.com
Judith Phillips

Client Service Professional at Pointer Financial Group

Milwaukee, WI, US
3
- sbcglobal.net
- pointerfg.com
- pointermc.com
3
- +1 414-218-XXXX
- +1 414-421-XXXX
- +1 414-403-XXXX

View Similar People

How It Works

Get a Free Account

Search the #1 Contact Database

Get contact details of over 700M profiles across 60M companies – all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.

Use our AI-Powered Email Finder

Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.