Pointer Creek Wealth Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

201 S Broad St, Canfield, Ohio, 44406, U...

Phone Number

(234) 414-1014

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Pointer Creek Wealth Management

Pointer Creek Wealth Management is a financial solutions firm based in Canfield, Ohio, specializing in fee-based financial planning and fiduciary wealth management for high net worth investors. The firm offers services including trust and estate planning, fiduciary risk management, and personalized financial advice. Committed to putting clients' best interests first, Pointer Creek emphasizes ethical practices and a relationship-driven approach. Their team of Certified Financial Planners aims to provide tailored solutions and investment strategies that align with clients' financial goals.Explore more
Pointer Creek Wealth Management's Social MediaPopular SearchesPointer Creek Wealth ManagementRenner Klim Investment AdvisorsPointer Creek WealthB Renner LLCRenner Klim Sacui Advisor GroupSIC Code 62,628NAICS Code 52,523Show more

Pointer Creek Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pointer Creek Wealth Mana...

<$5M
1-10
Private
-
2018
LR
Lexi RagerOffice Manager
<$5M
11-50
Private
<$5M
1985
<$5M
1-10
Private
-
2022
Michael Sharber, Manager Partner, Wealth Advisor at Polaris Private Wealth
Michael SharberManager Partner, Wealth Advisor
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
11-50
Private
-
2017
PW
Pavin WhiteChief Operating Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Pointer Creek Wealth Management Tech Stack

A closer look at the technologies used by Pointer Creek Wealth Management

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Frequently Asked Questions Regarding Pointer Creek Wealth Management

What is Pointer Creek Wealth Management's official website?
Pointer Creek Wealth Management's official website is www.pointercreek.com
What is Pointer Creek Wealth Management's Revenue?
Pointer Creek Wealth Management's revenue is <$5 Million
What is Pointer Creek Wealth Management's SIC code?
Pointer Creek Wealth Management's SIC: 62,628
What is Pointer Creek Wealth Management's NAICS code?
Pointer Creek Wealth Management's NAICS: 52,523
How many employees does Pointer Creek Wealth Management have?
Pointer Creek Wealth Management has 1-10 employees
What industry does Pointer Creek Wealth Management belong to?
Pointer Creek Wealth Management is in the industry of: Finance, Securities Trading
What is Pointer Creek Wealth Management competition?
Pointer Creek Wealth Management top competitors include: Pillar Wealth Management, Polaris Private Wealth, Bernicke Wealth Management, Fulcrum Wealth Advisors
What technology does Pointer Creek Wealth Management use?
Some of the popular technologies that Pointer Creek Wealth Management uses are: Sentry, Smarsh, Microsoft 365, F5 BIG-IP Platform
How do I contact Pointer Creek Wealth Management?
Pointer Creek Wealth Management contact info: Phone number: (234) 414-1014 Website: www.pointercreek.com
What does Pointer Creek Wealth Management do?

Pointer Creek Wealth Management is a financial solutions firm based in Canfield, Ohio, specializing in fee-based financial planning and fiduciary wealth management for high net worth investors. The firm offers services including trust and estate planning, fiduciary risk management, and personalized financial advice. Committed to putting clients' be... st interests first, Pointer Creek emphasizes ethical practices and a relationship-driven approach. Their team of Certified Financial Planners aims to provide tailored solutions and investment strategies that align with clients' financial goals.Read More

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

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