North Point Advisor Group

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  • RIA Only
  • Hybrid

North Point Advisor Group

903 South Hillcrest Pkwy
Altoona, WI 54720
Phone: 715-598-7011
Fax: 715-598-7016

Locations:
  • Altoona, WI
  • Mahtomedhi, MN
Website(s):
Total Office Members: 10
Total Advisors: 5
Description:

We are a comprehensive financial planning firm that focuses on a team approach when working with clients in their investment, insurance, estate planning, and tax needs. We are interested in having an advisor join our existing practice in Eau Claire, WI. We also welcome the opportunity to expand into Florida, and would be able to provide succession planning for an already existing practice.

Open to expansion in the following regions: Eau Claire WI, Altoona WI, Tampa FL
Our Focus Areas
  • Ultra-High-Net-Worth
  • High-Net-Worth
  • Financial Planning
  • Investment Management
  • Tax Management
  • Income Planning
  • Retirement (401k)
  • Business Services
  • Consultation Services
  • Insurance
We Offer
  • Office Space
  • Remote Work Setup
  • W2
  • 1099
  • In-House Portfolios
  • Marketing
  • Administrative Support
  • Coaching
Technology Stack
  • CRM: Redtail
  • Financial Planning: eMoney, Wealth Vision
  • Trading Platform: Enhanced Trading
  • Performance Reporting: LPL Performance Reporting
  • Client Portal: Accountview
  • 401(k) Software: fi360
  • Advisor Compensation: AdvisorBOB
Firm Custodians
  • Charles Schwab
  • Fidelity
  • LPL Financial
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Contact Us

Berwyn, PA

920 Cassatt Rd, Suite 202
Berwyn, PA 19312

(610) 296-7630

Wilmington, DE

1200 Pennsylvania Ave, Suite 202
Wilmington, DE 19806

(302) 483-7200

Braintree, MA

30 Braintree Hill Office Park, Suite 202
Braintree, MA 02184

(610) 296-7630

Boca Raton, FL

3837 NW Boca Raton Blvd, Suite 100
Boca Raton, FL 33431

(610) 296-7630