Point B Wealth Advisors

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

130 E Cook St, Portage, Wisconsin, 53901...

Phone Number

(608) 742-1919

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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1
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1

About Point B Wealth Advisors

Menier Meyer Financial Services offers a range of financial products and services including life insurance, long-term care insurance, disability income insurance, and retirement planning. The company aims to educate clients on financial management concepts to help them achieve their financial goals. Their intended clients include individuals seeking assistance with personal finance, insurance, investing, and wealth preservation. They provide resources such as newsletters, calculators, and market performance data to support their clients' financial journeys.Explore more
Popular SearchesPoint B Wealth AdvisorsBroadridge Financial Solutions IncSIC Code 62,628NAICS Code 52,523Show more

Point B Wealth Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Point B Wealth Advisors

<$5M
1-10
Private
-
-
BW
Brian WaeltiWealth Advisor
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
-
JS
Jeanette SackolFinancial Professional
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
Ronnie Womack, President at Highland Path Financial Group
Ronnie WomackPresident
<$5M
1-10
Private
-
2017
RK
Robert KromerPrincipal CEO
<$5M
1-10
Private
-
2012
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Point B Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Point B Wealth Advisors Tech Stack

A closer look at the technologies used by Point B Wealth Advisors

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Frequently Asked Questions Regarding Point B Wealth Advisors

What is Point B Wealth Advisors's official website?
Point B Wealth Advisors's official website is www.pointbwealthadv.com
What is Point B Wealth Advisors's Revenue?
Point B Wealth Advisors's revenue is <$5 Million
What is Point B Wealth Advisors's SIC code?
Point B Wealth Advisors's SIC: 62,628
What is Point B Wealth Advisors's NAICS code?
Point B Wealth Advisors's NAICS: 52,523
How many employees does Point B Wealth Advisors have?
Point B Wealth Advisors has 1-10 employees
What industry does Point B Wealth Advisors belong to?
Point B Wealth Advisors is in the industry of: Finance, Insurance, Securities Trading
What is Point B Wealth Advisors competition?
Point B Wealth Advisors top competitors include: RK Retirement Solutions, Brickheimer Retirement Planners, Broadridge Financial Solutions, Highland Path Financial Group
What technology does Point B Wealth Advisors use?
Some of the popular technologies that Point B Wealth Advisors uses are: Neustar UltraDNS, Broadridge Advisor Solutions
How do I contact Point B Wealth Advisors?
Point B Wealth Advisors contact info: Phone number: (608) 742-1919 Website: www.pointbwealthadv.com
What does Point B Wealth Advisors do?

Menier Meyer Financial Services offers a range of financial products and services including life insurance, long-term care insurance, disability income insurance, and retirement planning. The company aims to educate clients on financial management concepts to help them achieve their financial goals. Their intended clients include individuals seekin... g assistance with personal finance, insurance, investing, and wealth preservation. They provide resources such as newsletters, calculators, and market performance data to support their clients' financial journeys.Read More

Is Point B Wealth Advisors a public company?
Point B Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Point B Wealth Advisors

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