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.
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