James Van Metter & Associates
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
81 Pondfield Rd Ste 4, Bronxville, New Y...Phone Number
(914) 793-1213Website
www.jvmwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About James Van Metter & Associates
Trivium Point Advisory offers comprehensive financial services including wealth planning, business advisory, and tax solutions, aimed at simplifying financial complexities for executives and business owners. Their integrated approach combines investments, tax strategies, and family dynamics to support clients in making informed financial decisions. The firm positions itself as a strategic hub, ensuring that all aspects of a client's financial team are aligned and working towards their goals. Trivium Point Advisory is dedicated to helping successful families manage their wealth efficiently, avoiding the need for multiple firms.Explore more
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James Van Metter & Associates Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
James Van Metter & Associ...
<$5M
1-10
Private
-
2018
JV
James Van MetterCertified Financial Planner & Professional
Company Profile Activity
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James Van Metter & Associates is experiencing very low activity levels compared to other companies in the Finance sector.
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James Van Metter & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about James Van Metter & Associates.
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Trivium Point Advisory offers comprehensive financial services including wealth planning, business advisory, and tax solutions, aimed at simplifying financial complexities for executives and business owners. Their integrated approach combines investments, tax strategies, and family dynamics to support clients in making informed financial decisions.... Read More
