North Point Advisor Group

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

903 S Hillcrest Pkwy, Altoona, Wisconsin...

Phone Number

(715) 598-7011

Revenue

<$5 Million

Industry

Finance Securities Trading

About North Point Advisor Group

North Point Advisor Group offers personalized financial advice, proactive tax planning and filing, independent investment management, and small business bookkeeping and financial advisory services. They serve clients in the Altoona, WI, Eau Claire, WI, Chippewa Falls, WI, Mahtomedi, MN, White Bear Lake, MN, and North St Paul, MN areas. Their target clients include retirees, business owners, and executive professionals seeking a proactive approach to financial planning. Utilizing their True North Method, they aim to help clients achieve their financial goals while reducing administrative burdens.Explore more
North Point Advisor Group's Social MediaSIC Code 62,628NAICS Code 52,525Show more

North Point Advisor Group Org Chart

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SH
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Chief Investment Officer

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Director, Retirement Plans

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

North Point Advisor Group

<$5M
11-50
Private
-
2010
SH
Steven HoffmanChief Investment Officer
<$5M
1-10
Private
-
2021
LP
Leah PaireManager, Client Success
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North Point Advisor Group Tech Stack

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Frequently Asked Questions Regarding North Point Advisor Group

What is North Point Advisor Group's official website?
North Point Advisor Group's official website is www.northpointadvisorgroup.com
What is North Point Advisor Group's Revenue?
North Point Advisor Group's revenue is <$5 Million
What is North Point Advisor Group's SIC code?
North Point Advisor Group's SIC: 62,628
What is North Point Advisor Group's NAICS code?
North Point Advisor Group's NAICS: 52,525
How many employees does North Point Advisor Group have?
North Point Advisor Group has 11-50 employees
What industry does North Point Advisor Group belong to?
North Point Advisor Group is in the industry of: Finance, Securities Trading
What is North Point Advisor Group competition?
North Point Advisor Group top competitors include: Monocacy Wealth Management
What technology does North Point Advisor Group use?
Some of the popular technologies that North Point Advisor Group uses are: WordPress.org, Proofpoint, Microsoft 365, Vimeo
How do I contact North Point Advisor Group?
North Point Advisor Group contact info: Phone number: (715) 598-7011 Website: www.northpointadvisorgroup.com
What does North Point Advisor Group do?

North Point Advisor Group offers personalized financial advice, proactive tax planning and filing, independent investment management, and small business bookkeeping and financial advisory services. They serve clients in the Altoona, WI, Eau Claire, WI, Chippewa Falls, WI, Mahtomedi, MN, White Bear Lake, MN, and North St Paul, MN areas. Their target... clients include retirees, business owners, and executive professionals seeking a proactive approach to financial planning. Utilizing their True North Method, they aim to help clients achieve their financial goals while reducing administrative burdens.Read More

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

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