Greene Point Partners

Finance · Vermont, United States · 1-10 Employees

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Overview

Headquarters

348 General Greene Rd, Shelburne, Vermon...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Greene Point Partners

GreenePoint Partners is a wealth management firm based in Charlotte, NC, dedicated to coordinating and simplifying the components of clients' financial plans. They provide tailored financial solutions and education to help clients make informed decisions and achieve their financial goals. The firm specializes in creating personalized roadmaps for retirement, considering various factors such as taxes, inflation, and legacy planning. Their services are designed for individuals seeking clarity and support in their financial journey.Explore more
Greene Point Partners's Social MediaPopular SearchesGreene Point PartnersSIC Code 62,628NAICS Code 52,523Show more

Greene Point Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Greene Point Partners

<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
1997
AM
Andrew MurdochPresident CFP
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2009
KG
Kelly GolnerDirector, Marketing
<$5M
1-10
Private
<$5M
2012
Andrew McNair, Chief Executive Officer & Founder at SWAN Capital
Andrew McNairCEO & Founder
<$5M
1-10
Private
-
2019
BH
Bradley HablutzelPresident & Certified Financial Planner
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Greene Point Partners Tech Stack

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Frequently Asked Questions Regarding Greene Point Partners

What is Greene Point Partners's official website?
Greene Point Partners's official website is www.greenepointpartners.com
What is Greene Point Partners's Revenue?
Greene Point Partners's revenue is <$5 Million
What is Greene Point Partners's SIC code?
Greene Point Partners's SIC: 62,628
What is Greene Point Partners's NAICS code?
Greene Point Partners's NAICS: 52,523
How many employees does Greene Point Partners have?
Greene Point Partners has 1-10 employees
What industry does Greene Point Partners belong to?
Greene Point Partners is in the industry of: Finance, Securities Trading
What is Greene Point Partners competition?
Greene Point Partners top competitors include: Somerset Wealth Strategies, Money Wise, Mosaic Retirement Planning, SWAN Capital
What technology does Greene Point Partners use?
Some of the popular technologies that Greene Point Partners uses are: goo.gl, NS1, Sentry, Squarespace Online Stores
What does Greene Point Partners do?

GreenePoint Partners is a wealth management firm based in Charlotte, NC, dedicated to coordinating and simplifying the components of clients' financial plans. They provide tailored financial solutions and education to help clients make informed decisions and achieve their financial goals. The firm specializes in creating personalized roadmaps for r... etirement, considering various factors such as taxes, inflation, and legacy planning. Their services are designed for individuals seeking clarity and support in their financial journey.Read More

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

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