3 Point Wealth Strategies
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3 Point Wealth Strategies
2430 Dayton Xenia Road Suite A-1, Beavercreek, OH 45434, USA
Phone: 9374291055
Wifi Access: No
Categories: Banking & Financial
Website: https://www.3pointwealth.com/
| Hours: | Opening | Closing |
|---|---|---|
| Monday | 9:00am | 4:00pm |
| Tuesday | 9:00am | 4:00pm |
| Wednesday | 9:00am | 4:00pm |
| Thursday | 9:00am | 4:00pm |
| Friday | 9:00am | 4:00pm |
| Saturday | ||
| Sunday |
Listing Information:
THE 3 POINT WEALTH STRATEGIES Value My value to clients: As a wealth advisor, I believe in building a relationship of trust. This means putting your interests first. With such an overwhelming number of investment options, one of the most important decisions a client can make is to seek the advice of a trusted, independent, and qualified advisor. Experience Over the last 24 years, I have worked in banking, accounting, & for the last 17 years the investment industry. I have found through experience that some individuals think every advisor offers the same investments/planning, which is not true.
Customer Experience:
