Waypoint Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

907 S Friendswood Dr Ste 213, Friendswoo...

Phone Number

(281) 996-4800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Waypoint Financial

Waypoint Financial is an independent financial planning firm located in Friendswood, Texas, with over 20 years of experience in helping individuals, families, and businesses achieve their financial goals. They offer a range of services including wealth management, retirement planning, income planning, risk management, taxation, business planning, and estate planning. Their approach focuses on creating customized integrated financial plans tailored to the specific needs of their clients. The firm emphasizes trust, honesty, and integrity in its client relationships.Explore more
Waypoint Financial's Social MediaPopular SearchesWaypoint FinancialSIC Code 62,628NAICS Code 52,523Show more

Waypoint Financial Org Chart

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United States flag for contact location.

Financial Senior Partner & Advisor

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Founding Retirement Partner & Estate Planning...

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Client Services Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Waypoint Financial

<$5M
1-10
Private
-
2001
KF
Kevin FullerFinancial Senior Partner & Advisor
$6.5M
1-10
Private
-
2008
TP
Trista PelantExecutive Assistant
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
-
ST
Sheila TaylorOffice Manager
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
2016
JM
Jeanie McMonigalManager, Client Services
<$5M
1-10
Private
-
-
GA
Gregory AndraFinancial Advisor & Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Waypoint Financial Tech Stack

A closer look at the technologies used by Waypoint Financial

Waypoint Financial News & Media

  • Former Wirehouse Advisor Joins Commonwealth Affiliate Waypoint Financial

    WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of Kevin Fuller, CRPC®, CPFA, to its network of independent financial advisors. Fuller, formerly with Merrill Lynch, joins Commonwealth affiliate Waypoint Financial in Friendswood, Texas, as a senior partner, working alongside founding partner Rex Richards, MBA, CRPC®. Fuller brings with him total account assets of more than $75 mill
Read more news

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Frequently Asked Questions Regarding Waypoint Financial

What is Waypoint Financial's official website?
Waypoint Financial's official website is www.waypointfcg.com
What is Waypoint Financial's Revenue?
Waypoint Financial's revenue is <$5 Million
What is Waypoint Financial's SIC code?
Waypoint Financial's SIC: 62,628
What is Waypoint Financial's NAICS code?
Waypoint Financial's NAICS: 52,523
How many employees does Waypoint Financial have?
Waypoint Financial has 1-10 employees
What industry does Waypoint Financial belong to?
Waypoint Financial is in the industry of: Finance, Securities Trading
What is Waypoint Financial competition?
Waypoint Financial top competitors include: Andra Wealth Management, Comprehensive Wealth Solutions, Retirement Planning Solutions, Eleven Point Financial Advisors
What technology does Waypoint Financial use?
Some of the popular technologies that Waypoint Financial uses are: DocuSign, Cloudflare Website Optimization, Google Font API, Google Tag Manager
How do I contact Waypoint Financial?
Waypoint Financial contact info: Phone number: (281) 996-4800 Website: www.waypointfcg.com
What does Waypoint Financial do?

Waypoint Financial is an independent financial planning firm located in Friendswood, Texas, with over 20 years of experience in helping individuals, families, and businesses achieve their financial goals. They offer a range of services including wealth management, retirement planning, income planning, risk management, taxation, business planning, a... nd estate planning. Their approach focuses on creating customized integrated financial plans tailored to the specific needs of their clients. The firm emphasizes trust, honesty, and integrity in its client relationships.Read More

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

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