Point B Wealth Advisors

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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
Website
jayhinkens.com
Keywords
- Holistic.
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