3 Point Financial Solutions

Financial Services • • 1-10 Employees

Company overview

Headquarters	XX
Websites	3pointfinancialsolutions.com brookstoneadvisor.com
NAICS	52
Founded	2021
Employees	1-10

Key Contact at 3 Point Financial Solutions

Denise Buchholz

Director of Operations

3 Point Financial Solutions Email Formats

3 Point Financial Solutions uses 1 email format. The most common is {first initial} (e.g., j@3pointfinancialsolutions.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@3pointfinancialsolutions.com	100%

About 3 Point Financial Solutions

I’ve always had my foot in the financial planning sector. But after these turn of events and a million conversations with friends and family to make sure that they had these things in place, I found out they didn't! No one was really prepared for this situation. Investment advisory services offered through Brookstone Capital Management, LLC, a Registered Investment Advisor. 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐈 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐝: 🔶 Estate Planning 🔶 Debt elimination 🔶 Insurance: Life, Accident, Health, Disability, Long term care 🔶 Medi-care 🔶 Wealth Management 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐈 𝐡𝐞𝐥𝐩: The 50+ crew - turning 50? Are your assets protected? Are you prepared to live your best years out? Got questions? I have answers! 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐚𝐧𝐝 𝐎𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧𝐬 𝐭𝐡𝐚𝐭 𝐈 𝐩𝐚𝐫𝐭𝐧𝐞𝐫 𝐮𝐩 𝐰𝐢𝐭𝐡: 🔶 Funeral homes 🔶 Estate Planning Attorneys 🔶 Tax Professionals & CPA’s Are you looking to provide additional value to your clients? Let’s talk about how I might partner with you or your company to provide answers to your clients questions through a personal training session. You can email me at: brian@3pointfinancialsolutions.com Brookstone Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and 3 Point Financial Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

3 Point Financial Solutions revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

3 Point Financial Solutions has never raised funding before.

3 Point Financial Solutions Tech Stack

Discover the technologies and tools that power 3 Point Financial Solutions's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

WordPress.com

PaaS

Wix

Blogs

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

React

JavaScript frameworks

WordPress

Blogs

Google Cloud

IaaS

Frequently asked questions

3 Point Financial Solutions is located in XX.

3 Point Financial Solutions was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

3 Point Financial Solutions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at 3 Point Financial Solutions

Denise Buchholz

Director of Operations

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