Point B Wealth Advisors is an independent firm owned and managed by seasoned wealth advisor Jay D. Hinkens.
As an independent firm, we are beholden only to you and your financial objectives. We have no incentive, and no desire, to push a particular product or company. This product-neutral approach allows us to craft a strategy that meets your individual needs as we offer a variety of investment and insurance options.
Our business is founded on the principle of helping individuals and business owners of all income levels improve their quality of life through financial security and holistic financial planning.
Specialties
- Holistic, candid financial planning
- Personal investment programs
- Individual investment management and rollovers
- Socially Responsible Investing
- Life, disability, long term care insurance services
- Company and individual retirement plans
- Business succession plan funding.
Company Details
- Employees
- 3
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- jayhinkens.com
- Keywords
- - Holistic.
- Competitors
Point B Wealth Advisors Questions
Point B Wealth Advisors's website is jayhinkens.com
Point B Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/point-b-wealth-advisors
Point B Wealth Advisors has
3 employees.
View email and phone details for 3
employees at Point B Wealth Advisors.
Point B Wealth Advisors's industry is
Financial Services
Point B Wealth Advisors's categories are Financial Services
