Action Point Financial

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

99 Monroe Ave NW Ste 200, Grand Rapids, ...

Phone Number

(616) 622-3062

Website

www.forfiduciary.com

Revenue

<$5 Million

Industry

Finance Securities Trading

About Action Point Financial

Fiduciary Financial Advisors offers independent, fee-based financial planning and investment management services tailored to individual client goals. They prioritize their clients' best interests by providing conflict-free, low-cost investment advice without commission-based products. Serving over 2,000 investors and families across the United States, they are recognized as one of the fastest-growing financial advisory firms. Their services include retirement guidance, investment management, and personalized financial planning.Explore more
Action Point Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Action Point Financial Org Chart

BP
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Brook Powers

Chief Executive Officer

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Robert Barcelona

Chief Investment Officer

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LR
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Leanne Rahn

Financial Advisor

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Financial Advisor

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TO
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Financial Advisor

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United States flag for contact location.

Financial Advisor

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BB
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Senior Financial Advisor

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United States flag for contact location.

Senior Financial Advisor

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Financial Advisor

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Senior Wealth Advisor

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Financial Advisor

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Senior Financial Advisor

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Compare Similar Companies to Action Point Financial

Compare insights from companies similar to Action Point Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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Top Executive

Action Point Financial

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11-50
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-
2014
BP
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BH
Bradley HiltonFounder, Financial & Planner
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-
DT
David TheisNapfa-Registered Financial Advisor
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Jeff de Valdivia, Founder at Fleurus Investment Advisory
Jeff de ValdiviaFounder
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Jordan HicksInvestment Advisor & Representative & Manager, Office
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Action Point Financial Tech Stack

A closer look at the technologies used by Action Point Financial

Google Universal Analytics

By

Google
Squarespace Online Stores

By

Squarespace
Google Forms

By

Google
Adobe Typekit

By

Adobe
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Frequently Asked Questions Regarding Action Point Financial

What is Action Point Financial's official website?
Action Point Financial's official website is www.forfiduciary.com What is Action Point Financial's Revenue?
Action Point Financial's revenue is <$5 Million What is Action Point Financial's SIC code?
Action Point Financial's SIC: 62,628 What is Action Point Financial's NAICS code?
Action Point Financial's NAICS: 52,523 How many employees does Action Point Financial have?
Action Point Financial has 11-50 employees What industry does Action Point Financial belong to?
Action Point Financial is in the industry of: Finance, Securities Trading What is Action Point Financial competition?
Action Point Financial top competitors include: Fee-Only Financial Advisors, Sonas Financial Planning, Hicks Financial Partners, Fleurus Investment Advisory What technology does Action Point Financial use?
Some of the popular technologies that Action Point Financial uses are: Google Universal Analytics, Squarespace Online Stores, Google Forms, Adobe Typekit How do I contact Action Point Financial?
Action Point Financial contact info: Phone number: (616) 622-3062 Website: www.forfiduciary.com What does Action Point Financial do?

Fiduciary Financial Advisors offers independent, fee-based financial planning and investment management services tailored to individual client goals. They prioritize their clients' best interests by providing conflict-free, low-cost investment advice without commission-based products. Serving over 2,000 investors and families across the United Stat... es, they are recognized as one of the fastest-growing financial advisory firms. Their services include retirement guidance, investment management, and personalized financial planning.Read More

 What are Action Point Financial social media links?
Action Point Financial Linkedin page Action Point Financial Facebook page Is Action Point Financial a public company?
Action Point Financial is private company therefore does not currently have an official ticker symbol
See more information about Action Point Financial

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