Point Wealth Management Email Formats
Financial Services • 
Melville, New York, United States • 11-20 Employees
Point Wealth Management Email Formats
Point Wealth Management uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
Key Contact at Point Wealth Management
Heidemarie Sheridan
Director Of Investment Operations
Company overview
| Headquarters | 400 Broadhollow Rd, Melville, New York 11747, US |
| Phone number | +16315922017 |
| Website | |
| NAICS | 52 |
| Founded | 1999 |
| Employees | 11-20 |
| Socials |
About Point Wealth Management
Since the inception of Point Wealth Management, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our team’s commitment to excellence, and the deep relationships we’ve had the opportunity to build with our clients. ‣SERVICE Every client deserves unparalleled service. Our entire team is committed to getting in the trenches with you in the way that we proactively communicate and execute your plan. ‣INTEGRITY Being true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect. ‣DISCIPLINE Consistent, disciplined action leads to exceptional results. Our team believes in time-tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals. You don’t need another money manager or salesperson. You need a guide that understands you, understands your options, and can help you make wise decisions with your wealth. https://www.pointwealth.com/disclosure https://www.northwesternmutual.com/social-media-guidelines
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Point Wealth Management has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
Point Wealth Management has never raised funding before.
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