Point Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

400 Broadhollow Rd Ste 200, Melville, Ne...

Phone Number

(631) 592-2017

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Point Wealth Management

Point Wealth Management is an office of Northwestern Mutual based in Melville, NY. We work closely with each client to clarify and prioritize your financial goals to build lasting financial security.Explore more
Point Wealth Management's Social MediaPopular SearchesPoint Wealth ManagementPoint Wealth Management - Northwestern MutualThomas Mullany Insurance Agencypointwealth.comNorthwestern MutualSIC Code 62,628NAICS Code 52,523Show more

Point Wealth Management Org Chart

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LM
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Chief Operating Officer

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Client Service Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Point Wealth Management

<$5M
1-10
Private
-
1999
LM
Lauren McNeillChief Operating Officer
$7.8M
11-50
Private
-
2001
MS
Melissa SwitalskiDirector, Client Services
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1993
CP
Collin PearceDirector, Investment Management
<$5M
1-10
Private
-
-
JW
Jennifer WahlChief Operating Officer
<$5M
11-50
Private
-
-
KD
Kyle DeRaedtChief Operating Officer
<$5M
1-10
Private
-
1955
LM
Lucas MichaelWealth Management Advisor
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Point Wealth Management Tech Stack

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Frequently Asked Questions Regarding Point Wealth Management

What is Point Wealth Management's official website?
Point Wealth Management's official website is www.pointwealth.com
What is Point Wealth Management's Revenue?
Point Wealth Management's revenue is <$5 Million
What is Point Wealth Management's SIC code?
Point Wealth Management's SIC: 62,628
What is Point Wealth Management's NAICS code?
Point Wealth Management's NAICS: 52,523
How many employees does Point Wealth Management have?
Point Wealth Management has 1-10 employees
What industry does Point Wealth Management belong to?
Point Wealth Management is in the industry of: Finance, Securities Trading
What is Point Wealth Management competition?
Point Wealth Management top competitors include: Adams Gut & Associates, Gould Financial, Spahn Financial, Heirloom Advisors
What technology does Point Wealth Management use?
Some of the popular technologies that Point Wealth Management uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact Point Wealth Management?
Point Wealth Management contact info: Phone number: (631) 592-2017 Website: www.pointwealth.com
What does Point Wealth Management do?

Point Wealth Management is an office of Northwestern Mutual based in Melville, NY. We work closely with each client to clarify and prioritize your financial goals to build lasting financial security.... Read More

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

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