NorthPoint Financial Planning

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

4 W Winter St, Delaware, Ohio, 43015, Un...

Phone Number

(740) 513-7968

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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About NorthPoint Financial Planning

NorthPoint Financial Planning LLC is a regional investment advisory firm based in the United States, specializing in wealth management and retirement planning. The firm caters to individuals, families, and businesses primarily in the midwest and southeastern regions. Since its inception in 2008, NorthPoint has focused on providing personalized financial advice through dedicated human advisors, emphasizing the importance of relationships over automated services. Their approach aims to enhance clients' financial security and resource management with tailored insights and advice.Explore more
NorthPoint Financial Planning's Social MediaPopular SearchesNorthpoint Financial Planning LLCNorthpoint Financial PlanningNorthPoint Finanical Planning LLCNorthpoint Financial Planning 4Www NorthpointfinancialplanningSIC Code 62,628NAICS Code 52,523Show more

NorthPoint Financial Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

NorthPoint Financial Plan...

<$5M
1-10
Private
-
2008
PP
Paul PfeifferPresident & Founder
$5.6M
11-50
Private
-
2015
JK
Joseph KloecknerFinancial Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2020
SB
Stacey BigleyPrivate Wealth Associate
<$5M
1-10
Private
-
-
DJ
Danielle JelicClient Services Assistant
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

NorthPoint Financial Planning Tech Stack

A closer look at the technologies used by NorthPoint Financial Planning

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Frequently Asked Questions Regarding NorthPoint Financial Planning

What is NorthPoint Financial Planning's official website?
NorthPoint Financial Planning's official website is www.northpointfinancialplanning.com
What is NorthPoint Financial Planning's Revenue?
NorthPoint Financial Planning's revenue is <$5 Million
What is NorthPoint Financial Planning's SIC code?
NorthPoint Financial Planning's SIC: 62,628
What is NorthPoint Financial Planning's NAICS code?
NorthPoint Financial Planning's NAICS: 52,523
How many employees does NorthPoint Financial Planning have?
NorthPoint Financial Planning has 1-10 employees
What industry does NorthPoint Financial Planning belong to?
NorthPoint Financial Planning is in the industry of: Finance, Securities Trading
What is NorthPoint Financial Planning competition?
NorthPoint Financial Planning top competitors include: Legacy Wealth Management Group Las Vegas, Stockade Wealth Management, Josten Financial, Legacy One Financial
What technology does NorthPoint Financial Planning use?
Some of the popular technologies that NorthPoint Financial Planning uses are: Sentry, MailerLite, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager
How do I contact NorthPoint Financial Planning?
NorthPoint Financial Planning contact info: Phone number: (740) 513-7968 Website: www.northpointfinancialplanning.com
What does NorthPoint Financial Planning do?

NorthPoint Financial Planning LLC is a regional investment advisory firm based in the United States, specializing in wealth management and retirement planning. The firm caters to individuals, families, and businesses primarily in the midwest and southeastern regions. Since its inception in 2008, NorthPoint has focused on providing personalized fina... ncial advice through dedicated human advisors, emphasizing the importance of relationships over automated services. Their approach aims to enhance clients' financial security and resource management with tailored insights and advice.Read More

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

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