SixPoint Financial Partners
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
1169 Pittsford Victor Rd Ste 120, Pittsf...Phone Number
(585) 895-7615Website
www.sixpointfp.comRevenue
<$5 MillionIndustry
About SixPoint Financial Partners
Six Point Financial Partners specializes in comprehensive financial planning designed to help clients achieve their goals through six essential pillars: investment planning, retirement planning, risk management, tax planning, estate planning, and custom goal planning. The firm leverages technology and personalized communication to create a tailored, user-friendly experience. Serving public school employees, pre-retirees, individuals, families, and healthcare professionals in the Rochester region, Six Point Financial Partners upholds a fiduciary standard, ensuring that client interests remain the top priority in every financial strategy and recommendation.Explore more
SIC Code 62,628NAICS Code 52,523Show moreSixPoint Financial Partners Org Chart
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Six Point Financial Partners specializes in comprehensive financial planning designed to help clients achieve their goals through six essential pillars: investment planning, retirement planning, risk management, tax planning, estate planning, and custom goal planning. The firm leverages technology and personalized communication to create a tailored... Read More