AtwoB
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
23 Parkway Fl 2, Katonah, New York, 1053...Phone Number
(914) 302-3233Website
www.atwob.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About AtwoB
AtwoB, also known as Point B Planning, LLC, is a registered investment adviser based in Katonah, NY, specializing in comprehensive wealth management solutions. They offer a range of services including financial planning, investment management, and tax services, all designed to align clients' financial strategies with their personal values. The firm prides itself on being independent, unbiased, and fiduciary, ensuring that they act in the best interests of their clients at all times. Their target clients include individuals and business owners seeking coordinated financial solutions and retirement plan services.Explore more
AtwoB Org Chart
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AtwoB, also known as Point B Planning, LLC, is a registered investment adviser based in Katonah, NY, specializing in comprehensive wealth management solutions. They offer a range of services including financial planning, investment management, and tax services, all designed to align clients' financial strategies with their personal values. The firm... Read More
