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
- Website
- www.onepointbfg.com
- Industry
- Financial Services
- Employees
- 169
- Founded
- 1984
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| John H. Voigt, Jr. Cfp®, Clu® | Wealth Advisor at Bleakley Financial Group |
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| Mary Lundstrom Cfp ® | East Greenwich, Rhode Island, United States |
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| Joseph Sreshta | Wealth Management Advisor at Onepoint Bfg Wealth Partners | Greater Houston, United States |
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| 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 | Boston, Massachusetts, United States |
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Employees by Management Level
Individual contributor
3 profiles
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