Company

Pointer Financial Group

Financial Services Brookfield, Wi, United States 6 employees

Employees: 6
Contacts: 1
Emails: 1

www.pointerfg.com LinkedIn

Pointer Financial Group Overview

Headquarters: Brookfield, Wi, United States
Website: www.pointerfg.com
Industry: Financial Services
Employees: 6
Founded: 2014
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Retirement Planning Investment Services Fiduciary Tax Planning Financial Planning 401k

About 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.

Pointer Financial Group Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage

Pointer Financial Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Avery Corey-Dickinson	Investment Analyst - Trusted Fiduciary	Waterford, Wisconsin, United States	View
Shelly Wohler, Cpfa	Financial Advisor - Fiduciary Wealth		View
Judith Phillips	Pointer Financial Group	Milwaukee, Wisconsin, United States	Email