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| Business Profile |
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Point Wealth Management
3319 TERRACE CT
WAUSAU, WI 54401
Phone: 715-870-2450
Map:
Google
Yahoo
Products & services:
Point Wealth Management is an independent fee-only financial planning and investment management firm led by Jeremy Reif, CRPSA® and Jere Smith, CFPA®, CLUA®. With advanced credentials and training in retirement planning and financial planning, Jeremy and Jere specialize in helping pre-retirees and retirees pursue financial independence.
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SIC: 6722
Industry:
Finance, Insurance, and Real Estate
Holding and Other Investment Offices
Management investment, open-ended
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