3 Point Wealth Strategies

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id: 40305854
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2430 Dayton Xenia Road Suite A-1
Dayton, OH 45434

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(937) 429-1055
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Main categories:

Investigative Services

Related categories:

Business to Business

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Business Services

Summer SALE!!!:
15% OFF all yearly plans
Use year15 at checkout. Expires 1/1/2021
Owner Message
  • 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.

Additional information
  • Hours: Mon 09:00am-04:00pm, Tue 09:00am-04:00pm, Wed 09:00am-04:00pm, Thu 09:00am-04:00pm, Fri 09:00am-04:00pm
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