StrategicPoint Investment Advisors

Strategic Point Investment Advisors

Investment Management, 294 West Exchange Street, Providence, , 2903, Rhode Island, United States, 11-50 Employees

strategicpoint.com

  • facebook
  • twitter
  • LinkedIn

phone no Phone Number: +18*********

Who is STRATEGICPOINT INVESTMENT ADVISORS

StrategicPoint is an independent wealth manager, focused on financial planning and investments.

Read More

map
  • 294 West Exchange Street, Providence, Rhode Island, 2903, United States Headquarters: 294 West Exchange Street, Providence, Rhode Island, 2903, United States
  • 1989 Date Founded: 1989
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Billion and Over
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from STRATEGICPOINT INVESTMENT ADVISORS

StrategicPoint Investment Advisors Org Chart and Mapping

Employees

Tara Budlong

Client Service Manager and Advisor

Sean Giles

Senior Financial Advisor

Kristina Mello

Senior Financial Advisor, Director of Financial Planning

Cfp® Betsey Purinton

Managing Partner and Chief Investment Officer

Laura Bard

Director of Client Experience & Strategy

signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Frequently Asked Questions Regarding StrategicPoint Investment Advisors

Answer: StrategicPoint Investment Advisors's headquarters are located at 294 West Exchange Street, Providence, , 2903, Rhode Island, United States

Answer: StrategicPoint Investment Advisors's phone number is +18*********

Answer: StrategicPoint Investment Advisors's official website is https://strategicpoint.com

Answer: StrategicPoint Investment Advisors's revenue is $1 Billion and Over

Answer: StrategicPoint Investment Advisors's SIC: 6282

Answer: StrategicPoint Investment Advisors's NAICS: 523940

Answer: StrategicPoint Investment Advisors has 11-50 employees

Answer: StrategicPoint Investment Advisors is in Investment Management

Answer: StrategicPoint Investment Advisors contact info: Phone number: +18********* Website: https://strategicpoint.com

Answer: StrategicPoint is an independent wealth manager, focused on financial planning and investments.

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access