High Point Financial

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1001 Old Cassatt Rd Ste 206, Berwyn, Pen...

Phone Number

(610) 263-4505

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About High Point Financial

High Point Financial is an independent wealth management firm dedicated to providing objective and straightforward financial solutions to individuals, families, and business owners. Located in Berwyn, Pennsylvania, the firm emphasizes building lifelong relationships and offers a comprehensive, customized experience that goes beyond basic investment management. By utilizing technology and a collaborative approach, High Point Financial helps clients navigate complex financial decisions and educates them on potential paths forward. The firm is associated with Commonwealth Financial Network, ensuring a professional and regulated advisory service.Explore more
High Point Financial's Social MediaPopular SearchesHigh Point Financial LLCHigh Point FinancialDavid P Minarcik, Partner - High Point Financial L...Bryan Benner, Partner - High Point Financial LLCBryan Saylor, CFP Partner at High Point FinancialSIC Code 62,628NAICS Code 52,523Show more

High Point Financial Org Chart

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CE
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Client Relationship Manager

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Financial Services Associate

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Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

High Point Financial

<$5M
1-10
Private
-
2017
CE
Caitlin EdwardsClient Relationship Manager
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
11-50
Private
-
2013
PC
Poonnasa CornChief Operating Officer
<$5M
1-10
Private
-
2012
SD
Susan DenisonDirector, Business Development
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

High Point Financial Tech Stack

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High Point Financial News & Media

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Frequently Asked Questions Regarding High Point Financial

What is High Point Financial's official website?
High Point Financial's official website is www.highpointfin.com
What is High Point Financial's Revenue?
High Point Financial's revenue is <$5 Million
What is High Point Financial's SIC code?
High Point Financial's SIC: 62,628
What is High Point Financial's NAICS code?
High Point Financial's NAICS: 52,523
How many employees does High Point Financial have?
High Point Financial has 1-10 employees
What industry does High Point Financial belong to?
High Point Financial is in the industry of: Finance, Securities Trading
What is High Point Financial competition?
High Point Financial top competitors include: Handford Financial Strategies, Ratcliff Financial Services, Monument Retirement & Wealth Advisory, Compass Retirement Solutions
What technology does High Point Financial use?
Some of the popular technologies that High Point Financial uses are: DocuSign, Google Cloud Web Serving, Google Cloud Platform
How do I contact High Point Financial?
High Point Financial contact info: Phone number: (610) 263-4505 Website: www.highpointfin.com
What does High Point Financial do?

High Point Financial is an independent wealth management firm dedicated to providing objective and straightforward financial solutions to individuals, families, and business owners. Located in Berwyn, Pennsylvania, the firm emphasizes building lifelong relationships and offers a comprehensive, customized experience that goes beyond basic investment... management. By utilizing technology and a collaborative approach, High Point Financial helps clients navigate complex financial decisions and educates them on potential paths forward. The firm is associated with Commonwealth Financial Network, ensuring a professional and regulated advisory service.Read More

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

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