First Pointe Financial Services
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
1271 Lititz Pike, Lancaster, Pennsylvani...Phone Number
(717) 569-4004Website
www.firstpointe.bizRevenue
<$5 MillionIndustry
About First Pointe Financial Services
First Pointe Financial Services specializes in guiding clients towards a secure financial future through personalized investment and tax services. They offer a range of resources including calculators, articles, and newsletters to assist clients in making informed financial decisions. The company emphasizes the importance of face-to-face meetings to build trust and address individual financial concerns. Their target clients include individuals seeking financial advice and support in navigating their investment and retirement planning.Explore more
SIC Code 62,628NAICS Code 52,523Show more
First Pointe Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
First Pointe Financial Se...
<$5M
1-10
Private
-
2017
DG
Dominic GeraciVice President, Tax & Accounting Services
First Pointe Financial Services Tech Stack
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First Pointe Financial Services specializes in guiding clients towards a secure financial future through personalized investment and tax services. They offer a range of resources including calculators, articles, and newsletters to assist clients in making informed financial decisions. The company emphasizes the importance of face-to-face meetings t... Read More
