Pointer Creek Wealth Management
Company Management

Pointer Creek Wealth Management

Financial Services Canfield, Ohio, United States 6 employees
Employees
6
Contacts
1
Emails
1
pointercreek.com LinkedIn

Pointer Creek Wealth Management Overview

Headquarters
Canfield, Ohio, United States
Website
pointercreek.com
Industry
Financial Services
Employees
6
Founded
2018
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Wealth Management Financial Planning Retirement Income Planning Trust Planning Charitable Planning Restricted Property Trusts Tax Planning

About Pointer Creek Wealth Management

Pointer Creek Wealth Management is a CFP® only practice, offering advanced planning services and discretionary wealth management accounts.

Pointer Creek Wealth Management Contact Details

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

Pointer Creek Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Derek Markulin, Mba Always Do the Right Thing - Improve
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Lexi Tancabel Director of Ops - Lover of Data-driven
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Bryan M. Renner, Cfp® Certified Financial Planner™ and Riar
Email
Zachary Ryan Associate Financial Planner at Pointer
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Employees by Management Level

Individual contributor 3 profiles
Director 1 profile
Senior / Lead 1 profile
Associate / junior 1 profile

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