3 Point Wealth Strategies
3 Point Wealth Strategies
2430 Dayton Xenia Road Suite A-1, Suite A-1
Beavercreek
Ohio
45434
United States
Tel: (937) 429-1055
Website: www.3pointwealth.com/
Business type:
Business InformationTHE 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.
Opening Times
Monday
09:00am - 04:00pmTuesday
09:00am - 04:00pmWednesday
09:00am - 04:00pmThursday
09:00am - 04:00pmFriday
09:00am - 04:00pmSaturday
ClosedSunday
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