Touchpoint Wealth Partners
We help our clients achieve their dreams for today, tomorrow, and well into the future. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Securities offered through Valmark Securities, Inc. Member FINRA SIPC. Investment Advisory Services offered through Valmark Advisers, Inc a SEC Registered Investment Advisor. Touchpoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities, Inc, Valmark Advisers, Inc. or Touchpoint Wealth Partners and have not been approved prior to posting. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
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Verified contacts
8
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
45
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- JF
Jenn Freeman
Executive Assistant · General Business & Management
EmailPhone - JT
Juliann Trester
Client Concierge · Customer/Client Service
EmailPhone - MS
Marcus Saskin
Financial Advisor, Cfp, Crpc, Cltc, Apma · Other
EmailPhone - MC
Melissa Cronenweth
Executive Coordinator · General Business & Management
EmailPhone - MW
Mitch West
Financial Advisor · Finance & Accounting
EmailPhone - JR
Jason Ramage
Financial Advisor Paraplanner at Touchpoint Wealth Partners · Other
EmailPhone - SS
Sonya Saskin
President, Touchpoint Wealth Partners, Cfp, Cfs, Crpc, Aams · General Business & Management
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Touchpoint Wealth Partners
7 distinct titles indexed · top 7 shown.
- 1client concierge
- 1executive assistant
- 1executive coordinator
- 1financial advisor
- 1financial advisor paraplanner at touchpoint wealth partners
- 1financial advisor, cfp, crpc, cltc, apma
- 1president, touchpoint wealth partners, cfp, cfs, crpc, aams
Sign up to unlock all 8 contacts at Touchpoint Wealth Partners
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