Single Point Financial Advisors, Inc.
Company Management

Single Point Financial Advisors, Inc.

Financial Services 4905 Sw Griffith Dr 5 employees ABOVE
Employees
5
Contacts
2
Emails
2

Single Point Financial Advisors, Inc. Overview

Headquarters
4905 Sw Griffith Dr
Industry
Financial Services
Employees
5
Founded
2009
Stock Symbol
ABOVE
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Single Point Financial Advisors, Inc.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. At Single Point Financial Advisors, our clients are our focus. They are our "single point." We strive to create an experience for our clients that gives them great service, provides a wide variety of potential solutions to their planning needs, and builds a positive relationship based on trust. We are always working to improve our knowledge in all aspects involving financial planning and the needs of our clients. In turn, Single Point is also about our clients' view of us. We want to be the first place you think of when you have transition in your life. When you have a change such as marriage, birth, divorce, death, purchase of a home, change of job, etc., we strive to be among the first you consult. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Single Point Financial Advisors is not an affiliated entity of Osaic Wealth.

Single Point Financial Advisors, Inc. Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Single Point Financial Advisors, Inc. Org Chart

Sample employees and titles
Name Title Contact
Makenzie Devault Student at George Fox University
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Lisa Lehwalder Executive Assistant & Receptionist
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Stasya Jackson Young Professional with Lofty Graduate
Email
Christy Aleckson, Mba, Bfa™, Ricp®, Wmcp® Making Financial Advice Easier for Busy
Email

Employees by Management Level

Individual contributor 3 profiles
Associate / junior 2 profiles

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0

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