StrategicPoint
Finance · Rhode Island, United States · 11-50 Employees
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Overview
Headquarters
557 Main St, East Greenwich, Rhode Islan...Phone Number
(401) 273-1500Website
www.strategicpoint.comRevenue
$5.4 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About StrategicPoint
StrategicPoint Investment Advisors specializes in wealth management and financial advising, offering personalized guidance to help clients achieve their financial goals. Their services include investment management, retirement income planning, tax planning, college funding, generational wealth transfer, and insurance analysis. They cater to individuals approaching retirement, those juggling family goals, and clients experiencing life-changing events. With a collaborative approach and a commitment to unbiased advice, they aim to empower clients to make informed financial decisions.Explore more
StrategicPoint Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$6.6M
11-50
Private
-
2011
JF
Jeffrey FosterCFP, Vice President - Client Services and Chief Compliance Officer
Company Profile Activity
Activity Insights
StrategicPoint is experiencing very low activity levels compared to other companies in the Finance sector.
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StrategicPoint is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about StrategicPoint.
StrategicPoint Tech Stack
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StrategicPoint News & Media
Sherri Buteau Joins StrategicPoint Investment Advisors as Client Service Associate, Paraplanner
StrategicPoint announces the addition of Sherri Buteau to their team as Client Service Associate and Paraplanner, further expanding the firm’s capabilities in wealth management. (PRWeb December 20, 2021) Read the full story at https://www.prweb.com/releases/2021/12/prweb18401392.htm
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StrategicPoint Investment Advisors specializes in wealth management and financial advising, offering personalized guidance to help clients achieve their financial goals. Their services include investment management, retirement income planning, tax planning, college funding, generational wealth transfer, and insurance analysis. They cater to individ... Read More
