This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Point Wealth Management
- Financial Services
- Wausau, WI
About this business
Point Wealth Management is an independent, fee-only company. We are specifically founded on helping retirees or soon-to-be retirees with their financial independence by embracing the latest technology by being smarter in their way of investing.
Location details
3319 Terrace Ct, Wausau, WI, 54401, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Jeremy has been super helpful - I am not very tech savvy or money savvy & he explains things in a super simple way to make sure we understand. Point has been really easy to use for business & personal. Thanks!
Jeremy is a nice guy, but we paid him a lot of money over 15 months to sustain substantial losses that would not have been incurred if we had never hired him as our financial advisor. The losses also did not reflect the overall performance of the market. Honestly, I was gravely disappointed to see the lack of apparent thought that went into the management of our investments. I have since moved on, sold every single poorly performing and poorly rated investment. I am sure I will do better in the long run. Do yourself a favor,... read more
At Point Wealth Management, LLC, you can expect to work with financial advisors who are dedicated to seeing you have financial success and peace of mind. As an independent financial planning and investment management firm, the dedicated team of advisors work as advocates to help you achieve your financial goals as they create and implement financial and retirement plans that you can have confidence in.
Jeremy is an outstanding member of the community because of his expertise and his commitment to those in the community. He strives to simplify the complex issues of retirement and has gone beyond the call of duty to develop and write an educational white paper on the benefits of a large local employer. He not only did this to gain business, but to educate those that have the benefits and how to take advantage of them. As a spouse of someone that works for that employer, it means the world to me because it will allow me and m... read more
I have known Jeremy for over 4 years and and in that time have gotten to know him as an honest and reputable money manger. My wife and I have met with Jeremy and in doing so found his product to be extremely solid and Jeremy's explanation of Point Wealth's processes easy to understand. Jeremy is also a great contributing member of our local community. I would encourage anyone interested in making a change to their financial planning strategy and listen to what Jeremy and Point Wealth have to bring to offer, anyone doing so w... read more
Frequently asked questions about Point Wealth Management
How is Point Wealth Management rated?
Point Wealth Management has a 4.6 star rating with 10 reviews.
When is Point Wealth Management open?
Point Wealth Management is closed now. It will open tomorrow at 8:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com