Pointer Financial Group
Pointer Financial Group is an independent, fiduciary advisory firm focused on retirement plan consulting and executive wealth management. Our core values of expertise, loyalty, and altruism drive both our internal culture and the principals by which we serve clients.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
12
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- EB
Eric Boldger
Financial Advisor · Finance & Accounting
EmailPhone - JP
Judith Phillips
Client Service Professional · Customer/Client Service
EmailPhone - MB
Matt Bruce
President · General Business & Management
EmailPhone - NC
Naomi Chang
Financial Planning Specialist · Finance & Accounting
EmailPhone - SW
Shelly Wohler
Financial Advisor · Finance & Accounting
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Pointer Financial Group
4 distinct titles indexed · top 4 shown.
- 2financial advisor
- 1client service professional
- 1financial planning specialist
- 1president
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