CenterPoint Financial Group
Likely to Engage tag.Highly Engaged Employees

Finance · Nebraska, United States · 1-10 Employees

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Overview

Headquarters

9850 Nicholas St Ste 350, Omaha, Nebrask...

Phone Number

(402) 597-9229

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About CenterPoint Financial Group

CenterPoint Financial Group is a team of CERTIFIED FINANCIAL PLANNER Professionals specializing in wealth management and financial planning services, with locations in Omaha and Nebraska City. They focus on understanding their clients' personal financial situations and ambitions to provide tailored solutions. Their services include investment management, financial planning, and tax planning. The firm aims to help clients achieve financial balance and navigate life changes effectively.Explore more
CenterPoint Financial Group's Social MediaPopular SearchesCenterPoint Financial GroupCenterPoint Financial Group IncBrady KirkpatrickBrady Kirkpatrick, CFPCenterPoint Financial Group isSIC Code 62,628NAICS Code 52,523Show more

CenterPoint Financial Group Org Chart

PhoneEmail
PV
United States flag for contact location.

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CenterPoint Financial Gro...

<$5M
1-10
Private
-
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PV
Patricia VogtClient Service Manager
<$5M
11-50
Private
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2000
<$5M
1-10
Private
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N/A
<$5M
1-10
Private
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<$5M
1-10
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

CenterPoint Financial Group Tech Stack

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Frequently Asked Questions Regarding CenterPoint Financial Group

What is CenterPoint Financial Group's official website?
CenterPoint Financial Group's official website is www.yourcenterpoint.com
What is CenterPoint Financial Group's Revenue?
CenterPoint Financial Group's revenue is <$5 Million
What is CenterPoint Financial Group's SIC code?
CenterPoint Financial Group's SIC: 62,628
What is CenterPoint Financial Group's NAICS code?
CenterPoint Financial Group's NAICS: 52,523
How many employees does CenterPoint Financial Group have?
CenterPoint Financial Group has 1-10 employees
What industry does CenterPoint Financial Group belong to?
CenterPoint Financial Group is in the industry of: Finance, Securities Trading
What is CenterPoint Financial Group competition?
CenterPoint Financial Group top competitors include: Covenant Wealth Advisors, Bay Colony Advisors, Sterling Investment Management, Williams Financial Group
What technology does CenterPoint Financial Group use?
Some of the popular technologies that CenterPoint Financial Group uses are: Google Font API, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact CenterPoint Financial Group?
CenterPoint Financial Group contact info: Phone number: (402) 597-9229 Website: www.yourcenterpoint.com
What does CenterPoint Financial Group do?

CenterPoint Financial Group is a team of CERTIFIED FINANCIAL PLANNER Professionals specializing in wealth management and financial planning services, with locations in Omaha and Nebraska City. They focus on understanding their clients' personal financial situations and ambitions to provide tailored solutions. Their services include investment manag... ement, financial planning, and tax planning. The firm aims to help clients achieve financial balance and navigate life changes effectively.Read More

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

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