Pointer Financial Group

Pointer Financial Group

Financial-Services

Brookfield, WI
United States
Company Tagline

Uncovering Hidden Opportunity

Industry Category
Financial-Services
Company Description

Pointer Financial Group is a leading financial services firm dedicated to uncovering hidden opportunities and delivering exceptional value to its clients. With a strong focus on retirement plan consulting and executive wealth management, Pointer Financial Group operates as an independent, fiduciary advisory firm, ensuring that client interests always come first. Located at 15800 W Bluemound Rd. in Brookfield, WI 53005, US, Pointer Financial Group is committed to providing expert guidance and personalized solutions.

The core values of Pointer Financial Group—expertise, loyalty, and altruism—drive both their internal culture and the principles by which they serve clients. This dedication is evident in their comprehensive suite of services, including tax planning, 401k management, retirement planning, financial planning, investment services, and fiduciary oversight. Pointer Financial Group prides itself on building long-term relationships and fostering financial success for those they serve.

Pointer Financial Group is continually enhancing its services and expanding its reach within the financial sector. For more detailed information and to explore how Pointer Financial Group can help you achieve your financial goals, please visit their website. We invite the manager of Pointer Financial Group to create a customized and exclusive company showcase and product listing on our platform to further highlight their expertise and offerings.

Pointer Financial Group est une société de services financiers de premier plan dédiée à la découverte d'opportunités cachées et à la fourniture d'une valeur exceptionnelle à ses clients. En mettant fortement l'accent sur le conseil en matière de régimes de retraite et la gestion du patrimoine des cadres, Pointer Financial Group opère en tant que société de conseil fiduciaire indépendante, garantissant que les intérêts des clients passent toujours en premier. Situé au 15800 W Bluemound Rd. à Brookfield, WI 53005, États-Unis, Pointer Financial Group s'engage à fournir des conseils d'experts et des solutions personnalisées.

Les valeurs fondamentales de Pointer Financial Group (expertise, loyauté et altruisme) animent à la fois leur culture interne et les principes par lesquels ils servent leurs clients. Cet engagement est évident dans leur gamme complète de services, notamment la planification fiscale, la gestion du 401k, la planification de la retraite, la planification financière, les services d'investissement et la supervision fiduciaire. Pointer Financial Group est fière d'établir des relations à long terme et de favoriser la réussite financière de ceux qu'elle sert.

Pointer Financial Group améliore continuellement ses services et élargit sa portée dans le secteur financier. Pour des informations plus détaillées et pour découvrir comment Pointer Financial Group peut vous aider à atteindre vos objectifs financiers, veuillez visiter leur site Web. Nous invitons le responsable de Pointer Financial Group à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en évidence son expertise et ses offres.

Key Personnel / Employees
Shelly Wohler CPFA Avery Corey-Dickinson Matt Bruce CFP® AIF® Judith Phillips

Compare Companies Side by Side

Compare Pointer Financial Group with 3 companies in Financial-Services

4 Companies
Comparison Field
Pointer Financial Group
Pointer Financial Group
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Edelman Financial Engines
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The Fry Group
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Founded Year
1987 1994 1898
Company Size
1,001-5,000 11-50 51-200
City
Brookfield, WI Santa Clara, California Pittsburgh, PA
Country
United States United States United States
Skills & Keywords Comparing with main company
10 Total Skills
Financial Services Retirement Planning Wealth Management Tax Planning Investment Services Fiduciary Services 401k Management 401k Financial Planning Fiduciary
10 Total 1 Common 9 Unique
Match 10%
Common Skills:
Wealth Management
Unique Skills:
401(k) 401(k) Rollovers Estate Planning Insurance Guidance Investment Management IRAs +3
18 Total 1 Common 17 Unique
Match 10%
Common Skills:
Wealth Management
Unique Skills:
401(k) 401(k) management Asset Allocation strategies Business Succession College Funding Plans Company retirement plans +11
5 Total 5 Unique
Unique Skills:
Estate Planning Expat Estate Planning Expat Pension Advice Expat Tax Advice Pensions
4
Total Companies
1898
Oldest Founded
1
Countries
37
Unique Skills

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Alternative Company Names

This company is also known as

Pointer Financial Group 指针金融集团 प्वाइंटर फाइनेंशियल ग्रुप مجموعة بوينتر المالية Пойнтер Файнэншл Груп