Waypoint Partners

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

2005 N James St, Rome, New York, 13440, ...

Phone Number

(315) 281-8848

Revenue

<$5 Million

Industry

Finance Insurance Business Services Securities Trading Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
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About Waypoint Partners

Waypoint Partners is an all-in-one Financial, Business & Life planning practice based in Rome, New York. They offer a range of services including investment planning, financial planning, insurance planning, and business planning, aimed at helping clients navigate their financial futures. The firm prioritizes educating clients to confidently address their financial needs and challenges. Their intended clients include individuals and businesses seeking comprehensive financial guidance and support.Explore more
Waypoint Partners's Social MediaPopular SearchesWaypoint PartnersWaypoint Enterprises LLCWaypoint Partners IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Waypoint Partners

<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2016
BT
Bonnie ThornberryClient Relations Associate
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
-
AT
Angela TimponeOffice Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
KP
Katy PfisterMarketing Assistant
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Waypoint Partners Tech Stack

A closer look at the technologies used by Waypoint Partners

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Frequently Asked Questions Regarding Waypoint Partners

What is Waypoint Partners's official website?
Waypoint Partners's official website is www.waypointpartnersny.com
What is Waypoint Partners's Revenue?
Waypoint Partners's revenue is <$5 Million
What is Waypoint Partners's SIC code?
Waypoint Partners's SIC: 62,628
What is Waypoint Partners's NAICS code?
Waypoint Partners's NAICS: 52,523
How many employees does Waypoint Partners have?
Waypoint Partners has 1-10 employees
What industry does Waypoint Partners belong to?
Waypoint Partners is in the industry of: Finance, Insurance, Business Services
What is Waypoint Partners competition?
Waypoint Partners top competitors include: StratiFi Strategic Finanical Solutions, Empire Financial Partners, Great Lakes Wealth Advisors, Boston Retirement Group
What technology does Waypoint Partners use?
Some of the popular technologies that Waypoint Partners uses are: NS1, Squarespace Online Stores, Adobe Typekit, Squarespace
How do I contact Waypoint Partners?
Waypoint Partners contact info: Phone number: (315) 281-8848 Website: www.waypointpartnersny.com
What does Waypoint Partners do?

Waypoint Partners is an all-in-one Financial, Business & Life planning practice based in Rome, New York. They offer a range of services including investment planning, financial planning, insurance planning, and business planning, aimed at helping clients navigate their financial futures. The firm prioritizes educating clients to confidently address... their financial needs and challenges. Their intended clients include individuals and businesses seeking comprehensive financial guidance and support.Read More

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

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