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Switchpoint Financial Planning

Switchpoint Financial Planning

Financial Services, 2901 W Blue Grass BLVD, Lehi, Utah, 84043, United States, 1-10 Employees

switchpointfinancial.com

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Who is SWITCHPOINT FINANCIAL PLANNING

Switchpoint Financial Planning is a fee-only financial planning and investment management firm. Our mission is to empower our clients to reach their financial goals by providing direction...

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  • 2901 W Blue Grass BLVD, Lehi, Utah, 84043, United States Headquarters: 2901 W Blue Grass BLVD, Lehi, Utah, 84043, United States
  • 2016 Date Founded: 2016
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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Switchpoint Financial Planning Org Chart and Mapping

Employees
James Sweeney

James Sweeney

Financial Advisor

Cfp® Kevin Dunford

Cfp® Kevin Dunford

Associate Financial Advisor

Grant Fuller

Grant Fuller

Wealth Advisor

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Frequently Asked Questions Regarding Switchpoint Financial Planning

Answer: Switchpoint Financial Planning's headquarters are located at 2901 W Blue Grass BLVD, Lehi, Utah, 84043, United States

Answer: Switchpoint Financial Planning's official website is https://switchpointfinancial.com

Answer: Switchpoint Financial Planning's revenue is Under $1 Million

Answer: Switchpoint Financial Planning's SIC: 6282

Answer: Switchpoint Financial Planning has 1-10 employees

Answer: Switchpoint Financial Planning is in Financial Services

Answer: Switchpoint Financial Planning top competitors include: Brightside , EP Wealth Advisors , Mercer Advisors

Answer: Switchpoint Financial Planning contact info: Phone number: Website: https://switchpointfinancial.com

Answer: Switchpoint Financial Planning is a fee-only financial planning and investment management firm. Our mission is to empower our clients to reach their financial goals by providing direction, discipline and expertise. Our comprehensive approach is focused on simplifying your financial life so you can focus on what matters most.

Answer:

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