Match Point Financial
RETIREMENT PLANNING We help individuals organize their retirement accounts so that they can get the most out of their assets. INVESTMENT MANAGEMENT Investment management and asset allocation are strong levers for managing risk. We help individuals understand their risk and adjust accordingly. INSURANCE Insurance helps you cover the risk you can't afford to take on yourself. We can help individuals understand their options. ESTATE PLANNING STRATEGIES We help individuals answer the most important questions regarding estate planning. We're happy to sit down and offer a second opinion or simply a complimentary review of your portfolio. Get in touch today! Visit Check out our online risk assessment tool to discover your risk number: https://pro.riskalyze.com/embed/88c914fe65270e616f9d
7-day free trial · no credit card
Verified contacts
2
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
—
no listings
Distinct roles
1
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 2 verified contacts at Match Point Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
Showing 1 of 2 verified contacts
Top roles at Match Point Financial
1 distinct titles indexed · top 1 shown.
- 2financial advisor
Sign up to unlock all 2 contacts at Match Point Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 2 verified contacts at Match Point Financial
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.