Reviews for Point Wealth Management

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Aug 2024
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!
Oct 2017
Jeremy Rief and the Point Wealth adavisors are the way to go with your finacial needs. Jeremy is determined to look at each and everyones indiviual circumstances to help you reach your finacial needs. Please take the time to meet with the Point Wealth team, honest, reliable, timely and consistent.
Oct 2017
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 will not be disappointed.

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From Point Wealth Management

Taking the complexities out of retirement planning (distribution, tax and estate) and bringing the planning down to a simplistic level that our clients can understand and trust. The goal is to take the burden of making poor financial decisions off of them while putting it on us. Furthermore, our job is to ease our clients into their retirement by laying out a clear concise path to be right on point.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

Tips

by appointment only open to all

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Ratings

Google: 4.5/5