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    Financial Pointe

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    Description

    • Our Mission:To deliver exceptional service while creating and implementing a comprehensive financial plan to help our clients feel confident, free, and successful.Our Clients:Our clients are successful people who have not had the time, expertise, or inclination to manage their finances as professionally as they manage their careers and businesses. They are experiencing a gap among the services offered by traditional advisorswe assist them in filling that gap. We serve a great variety of individuals and businesses from throughout Southern California, including but not limited to:Physicians, Executives, CPAs, Attorneys, Widows, Divorcees, Mature Families, and Business Owners.We serve clients from throughout the Southland, including Ventura County, Los Angeles, the San Fernando Valley, Conejo Valley, Thousand Oaks, Newbury Park, Westlake Village, Agoura Hills, Calabasas, Malibu, Simi Valley, Moorpark, and other nearby communities.Financial Pointewww.financialpointe.com 805-499-3570Securities and investment advisory services offered through SagePointFinancial Inc. member FINRA and SIPC - registered investment advisor Securities may lose value. Not FDIC/NCUA insured. Not bank or credit union generated. Financial Pointe is not affiliated with SagePoint Financial Inc. or registered as a broker/dealer or investment advisor. SagePoint Financial Inc. does not offer tax advice.
    • location

      Headquarters:3323 Old Conejo Road , Thousand Oaks, California, United States

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    • Financial Pointe phone

      Phone Number: +1 805-499-3570

    • Financial Pointe website

      Website: https://www.financialpointe.com

    • Financial Pointe employees

      Employees:13

    • Financial Pointe revenue

      Revenue:$1 - 10M

    • Financial Pointe legal name

      Legal Name:Financial Pointe

    • Financial Pointe's Social Media

      Financial Pointe linkedin
    • done Is this data correct?

    • |  NAICS Code: 561499  |

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    Person level website identification

    Owner for Financial Pointe

    Steve Thomas

    Owner

    Person level website visitor identification

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    View Employees

    Steve Thomas

    Owner

    David Ramos

    Wealth Manager

    Frequently Asked Questions regarding Financial Pointe

    • Where are Financial Pointe's Headquarters?

      Financial Pointe's Headquarters are in 3323 Old Conejo Road ,Thousand Oaks,California,United States

    • What is Financial Pointe's phone number?

      Financial Pointe's phone number is +1 805-499-3570

    • What is Financial Pointe's official website?

      Financial Pointe's official website is https://www.financialpointe.com

    • What is Financial Pointe's Revenue?

      Financial Pointe's revenue is $1 - 10M

    • What is Financial Pointe's NAICS code?

      Financial Pointe's NAICS code is 561499

    • How many employees are working in Financial Pointe

      Financial Pointe has 13 employees

    • What is Financial Pointe's Industry?

      Financial Pointe is in the industry of Financial Services

    • Who is Financial Pointe's Owner?

      Financial Pointe's Owner is Steve Thomas

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