Arrival Point Financial

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

7900 High School Rd, Elkins Park, Pennsy...

Phone Number

(215) 857-9241

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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About Arrival Point Financial

Arrival Point Financial is a boutique wealth advisory firm that specializes in optimized, tax-efficient income, wealth protection, and legacy design for retirees and near-retirees. Their unique Portfolio Waterfall strategy helps clients manage withdrawals without selling investments, thereby positioning portfolios for growth and reducing the risk of running out of money. The firm emphasizes a personalized approach to financial planning, ensuring that clients' wealth aligns with their values and aspirations. With a focus on empowering clients to secure their financial future, Arrival Point Financial aims to help families safeguard their legacies and live fully today.Explore more
Arrival Point Financial's Social MediaPopular SearchesArrival Point FinancialSIC Code 62,628NAICS Code 52,523Show more

Arrival Point Financial Org Chart

PhoneEmail
Miguel Castañeda, Founder & Lead Advisor at Arrival Point Financial
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Founder & Lead Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Arrival Point Financial

<$5M
1-10
Private
-
-
Miguel Castañeda, Founder & Lead Advisor at Arrival Point Financial
Miguel CastañedaFounder & Lead Advisor
$9.9M
11-50
Private
-
-
Karim Tahawi, Chief Operating Officer at Financial Aid Navigator
Karim TahawiChief Operating Officer
$5.2M
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2000
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Ross BergePartner, Advisor, Chief Financial Officer
<$5M
1-10
Private
-
2016
MC
Martyna CzopekOperations Specialist
<$5M
1-10
Private
-
2021
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1-10
Private
-
1989
LM
Laura MountDirector, Operations Prince Financial Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Arrival Point Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Arrival Point Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Arrival Point Financial.

Arrival Point Financial Tech Stack

A closer look at the technologies used by Arrival Point Financial

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Frequently Asked Questions Regarding Arrival Point Financial

What is Arrival Point Financial's official website?
Arrival Point Financial's official website is www.arrivalpointfinancial.com
What is Arrival Point Financial's Revenue?
Arrival Point Financial's revenue is <$5 Million
What is Arrival Point Financial's SIC code?
Arrival Point Financial's SIC: 62,628
What is Arrival Point Financial's NAICS code?
Arrival Point Financial's NAICS: 52,523
How many employees does Arrival Point Financial have?
Arrival Point Financial has 1-10 employees
What industry does Arrival Point Financial belong to?
Arrival Point Financial is in the industry of: Finance, Securities Trading
What is Arrival Point Financial competition?
Arrival Point Financial top competitors include: Edward J Shanahan, Bellton Group, Prince Financial Services, Financial Aid Navigator
What technology does Arrival Point Financial use?
Some of the popular technologies that Arrival Point Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, HubSpot, Google Font API
How do I contact Arrival Point Financial?
Arrival Point Financial contact info: Phone number: (215) 857-9241 Website: www.arrivalpointfinancial.com
What does Arrival Point Financial do?

Arrival Point Financial is a boutique wealth advisory firm that specializes in optimized, tax-efficient income, wealth protection, and legacy design for retirees and near-retirees. Their unique Portfolio Waterfall strategy helps clients manage withdrawals without selling investments, thereby positioning portfolios for growth and reducing the risk o... f running out of money. The firm emphasizes a personalized approach to financial planning, ensuring that clients' wealth aligns with their values and aspirations. With a focus on empowering clients to secure their financial future, Arrival Point Financial aims to help families safeguard their legacies and live fully today.Read More

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

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