OnePoint BFG Wealth Partners
Company

OnePoint BFG Wealth Partners

Financial Services 300 Kimball Drive 169 employees
Employees
169
Contacts
3
Emails
3
Phones
1

OnePoint BFG Wealth Partners Overview

Headquarters
300 Kimball Drive
Industry
Financial Services
Employees
169
Founded
1984
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About OnePoint BFG Wealth Partners

Ascend Beyond Wealth. Realize next level success with a financial relationship built for life. Our new name says it all: OnePoint. We exist for a single, clear purpose, which is to truly understand what matters most to you and then deliver on it. At the heart of everything we do are the genuinely personal connections to our clients—they’re the foundation of our firm and the anchor for every service we provide. OnePoint advisors are known for forging personal and lifelong relationships that extend far beyond money and portfolio management. In fact, they become the first call for many of life’s important decisions. When clients are ready to take their wealth, and their life, to the next level, we are the one point of contact to help them get there. Investment advisory and financial planning services offered through Bleakley Financial Group LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.

OnePoint BFG Wealth Partners Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

OnePoint BFG Wealth Partners Org Chart

Sample employees and titles
Name Title Contact
John H. Voigt, Jr. Cfp®, Clu® Wealth Advisor at Bleakley Financial Group
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Mary Lundstrom Cfp ®
Email Phone
Joseph Sreshta Wealth Management Advisor at Onepoint Bfg Wealth Partners
Email
Shaun Feldeisen, Cfp®, Clu Helping Tech & Pharma Execs, Law Firm Partners, and Retirees See a Full 360° View of Their Financial-life, Creating a Truly Unique and Integrated
Email

Employees by Management Level

Individual contributor 3 profiles

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