Touchpoint Financial Advisor Group

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

400 Unicorn Park Dr Ste 1, Woburn, Massa...

Phone Number

(781) 305-4933

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 Touchpoint Financial Advisor Group

Touchpoint Financial Advisor Group specializes in personalized financial planning, focusing on understanding clients' goals and dreams beyond just numbers. They offer a range of services including retirement planning, investment management, risk management, and estate planning. The firm emphasizes building genuine relationships with clients and providing coaching to help them navigate financial challenges. Their target clients are individuals seeking comprehensive financial guidance to achieve their personal and financial aspirations.Explore more
Popular SearchesTouchpoint Financial Advisor GroupTouchpoint Financial GroupTouchpoint Financial CorpWilliam Prue CfpGresci Krasko Prue Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Touchpoint Financial Advisor Group Org Chart

PhoneEmail
PM
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Branch Operations Coordinator

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Client Service Associate

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JG
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Founding Partner

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JP
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Financial Advisor

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JN
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Financial Advisor

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Financial Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Touchpoint Financial Advi...

<$5M
1-10
Private
-
1992
PM
Phyllis McGeeBranch Operations Coordinator
<$5M
1-10
Private
-
2012
OG
Olivia GrazziniClient Service Associate
<$5M
1-10
Private
-
2002
LB
Lindsey BaxterClient Relationship Manager
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2004
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Touchpoint Financial Advisor Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Touchpoint Financial Advisor Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Touchpoint Financial Advisor Group.

Touchpoint Financial Advisor Group Tech Stack

A closer look at the technologies used by Touchpoint Financial Advisor Group

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Frequently Asked Questions Regarding Touchpoint Financial Advisor Group

What is Touchpoint Financial Advisor Group's official website?
Touchpoint Financial Advisor Group's official website is www.touchpointfg.com
What is Touchpoint Financial Advisor Group's Revenue?
Touchpoint Financial Advisor Group's revenue is <$5 Million
What is Touchpoint Financial Advisor Group's SIC code?
Touchpoint Financial Advisor Group's SIC: 62,628
What is Touchpoint Financial Advisor Group's NAICS code?
Touchpoint Financial Advisor Group's NAICS: 52,523
How many employees does Touchpoint Financial Advisor Group have?
Touchpoint Financial Advisor Group has 1-10 employees
What industry does Touchpoint Financial Advisor Group belong to?
Touchpoint Financial Advisor Group is in the industry of: Finance, Securities Trading
What is Touchpoint Financial Advisor Group competition?
Touchpoint Financial Advisor Group top competitors include: Cumberland Wealth Management, Fishman Capital Group, Sterling Wealth Management, Tinsley Financial Group
What technology does Touchpoint Financial Advisor Group use?
Some of the popular technologies that Touchpoint Financial Advisor Group uses are: DocuSign, Drupal, Cloudflare Website Optimization, Google Universal Analytics
How do I contact Touchpoint Financial Advisor Group?
Touchpoint Financial Advisor Group contact info: Phone number: (781) 305-4933 Website: www.touchpointfg.com
What does Touchpoint Financial Advisor Group do?

Touchpoint Financial Advisor Group specializes in personalized financial planning, focusing on understanding clients' goals and dreams beyond just numbers. They offer a range of services including retirement planning, investment management, risk management, and estate planning. The firm emphasizes building genuine relationships with clients and pro... viding coaching to help them navigate financial challenges. Their target clients are individuals seeking comprehensive financial guidance to achieve their personal and financial aspirations.Read More

Is Touchpoint Financial Advisor Group a public company?
Touchpoint Financial Advisor Group is private company therefore does not currently have an official ticker symbol
See more information about Touchpoint Financial Advisor Group

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