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) |
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Pointer Financial Group Questions
Matt Bruce is the President of Pointer Financial Group.
6 people are employed at Pointer Financial Group.
Pointer Financial Group is based in Brookfield, Wisconsin.
Top Pointer Financial Group Employees
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Matt Bruce
President at Pointer Financial Group
Milwaukee, WI, US42 -
Shelly Wohler
Financial Advisor at Pointer Financial Group
Milwaukee, WI, US25 -
Naomi Chang
Financial Planning Specialist at Pointer Financial Group
Milwaukee, WI, US22 -
Jennifer M.
Relationship Manager at Pointer Financial Group
Racine, WI, US -
Judith Phillips
Client Service Professional at Pointer Financial Group
Milwaukee, WI, US33
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