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Point Wealth Management - Wausau, Wisconsin

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 3319 Terrace Ct, Wausau, WI 54401, United States.
Phone: 7158702450.
Website: pointwealthmanagement.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 4.5/5.

📌 Location of Point Wealth Management

Point Wealth Management 3319 Terrace Ct, Wausau, WI 54401, United States
☎️7158702450

⏰ Open Hours of Point Wealth Management

  • Monday: 8:30 am–4:30 pm
  • Tuesday: 8:30 am–4:30 pm
  • Wednesday: 8:30 am–4:30 pm
  • Thursday: 8:30 am–4:30 pm
  • Friday: 8:30 am–4:30 pm
  • Saturday: Closed
  • Sunday: Closed

Point Wealth Management

Located at 3319 Terrace Ct, Wausau, WI 54401, United States

, Point Wealth Management is a reputable financial planning firm that offers expert advice to individuals and families. With a strong focus on personalized service, they provide tailored financial guidance to help clients achieve their goals.

Specialties

  • Financial planner

The company has gained a reputation for its expertise in financial planning and investment management. Jeremy, a licensed financial advisor, has years of experience in helping clients navigate the complexities of the financial world. He takes a client-centric approach, working closely with each client to create a customized plan that suits their unique needs and goals.

Other points of interest

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilet

clients appreciate the convenience of Wheelchair-accessible facilities when visiting the office.

Opinions

Point Wealth Management has received 4.5/5 stars on Google My Business, indicating a high level of customer satisfaction. Reviewers praise Jeremy's expertise, professionalism, and personalized service. They also appreciate the company's convenience and affordability.

👍 Reviews of Point Wealth Management

Point Wealth Management - Wausau, Wisconsin
NorthStar R. S.
5/5

I have known Jeremy for several years now, and I have to say that when it comes to Wealth Management Jeremy is on "POINT". He really knows his stuff! He offers professional financial guidance tailored to fit your financial goals and specializes in one on one relationships. When you work with Jeremy you get to partner with an advisor who will minimize your taxes and has a focus on your retirement. In my opinion working with Jeremy and POINT WEALTH is an easy decision, they truly crush the competition!

Point Wealth Management - Wausau, Wisconsin
Lee P.
5/5

I have known Jeremy for over 4 years and and in that time have gotten to know him as an honest and reputable money manger. My wife and I have met with Jeremy and in doing so found his product to be extremely solid and Jeremy's explanation of Point Wealth's processes easy to understand. Jeremy is also a great contributing member of our local community.
I would encourage anyone interested in making a change to their financial planning strategy and listen to what Jeremy and Point Wealth have to bring to offer, anyone doing so will not be disappointed.

Point Wealth Management - Wausau, Wisconsin
Susan L.
2/5

Jeremy is a nice guy, but we paid him a lot of money over 15 months to sustain substantial losses that would not have been incurred if we had never hired him as our financial advisor. The losses also did not reflect the overall performance of the market. Honestly, I was gravely disappointed to see the lack of apparent thought that went into the management of our investments. I have since moved on, sold every single poorly performing and poorly rated investment. I am sure I will do better in the long run. Do yourself a favor, read some books (Investing for Dummies), do some reading, listen to some podcasts and take ownership of your future.
Most concerning was the lack of apparent concern and desire to turn things around when this situation was addressed.

Point Wealth Management - Wausau, Wisconsin
Lauren H.
5/5

Jeremy has been super helpful - I am not very tech savvy or money savvy & he explains things in a super simple way to make sure we understand. Point has been really easy to use for business & personal. Thanks!

Point Wealth Management - Wausau, Wisconsin
Carl D.
4/5

Jeremy is an outstanding member of the community because of his expertise and his commitment to those in the community. He strives to simplify the complex issues of retirement and has gone beyond the call of duty to develop and write an educational white paper on the benefits of a large local employer. He not only did this to gain business, but to educate those that have the benefits and how to take advantage of them. As a spouse of someone that works for that employer, it means the world to me because it will allow me and my wife to learn and capitalize on her benefits and protect ourselves against losses. That knowledge will make my future retirement more enjoyable and it will allow me to better plan for that time in our lives

Point Wealth Management - Wausau, Wisconsin
Claire A.
5/5

I've worked with both Jere and Jeremy and found them to be caring, knowledgable experts. Since they're independent, they are unbiased and only recommend what is in their clients' best interests. Highly recommended for getting your retirement plan on track so you can focus on other things.

Point Wealth Management - Wausau, Wisconsin
Amy L.
5/5

Jeremy Rief and the Point Wealth adavisors are the way to go with your finacial needs. Jeremy is determined to look at each and everyones indiviual circumstances to help you reach your finacial needs. Please take the time to meet with the Point Wealth team, honest, reliable, timely and consistent.

Point Wealth Management - Wausau, Wisconsin
Jason
5/5

Jeremy knows his stuff.

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