Point Wealth Management

Point Wealth Management

Address: 3319 TERRACE CT , Wausau

Address: Wisconsin, 54401, United States

Telephone: 715-870-2450

Website: Visit Website

Opening Hours: Mon-Fri 8:00am-5:00pm

 

    


Description

Point Wealth Management is an independent fee-only financial planning and investment management firm led by Jeremy Reif, CRPSA® and Jere Smith, CFPA®, CLUA®. With advanced credentials and training in retirement planning and financial planning, Jeremy and Jere specialize in helping pre-retirees and retirees pursue financial independence.

Products
  • Financial Planning
  • Finance
  • Financial
  • retirement planning
  • investment planner
  • financial advisor
  • Advertisement
    Recommendations

    Have your say

    Had a great experience dealing with Point Wealth Management? Share how great it was.

    Suggested Links
     Finance
    Wausau
    Business Owners

    Get Listed for free with bizexposed.com and get valuable exposure for your business.

    Advertisement
    X
    [ ]