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Waypoint Financial

Waypoint Financial Email Formats

Investment ManagementFlag of USPortland, Maine, United States1-10 Employees

Waypoint Financial Email Formats

Waypoint Financial uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@wptfinancial.com), used 100% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@wptfinancial.com
100%

Key Contact at Waypoint Financial

Flag of US

Keith Fosler

President

Company overview

Headquarters15 Monument Sq, 2nd Floor, Portland, Maine 04101, US
Phone number+18442864137
Website
NAICS5231
Founded2021
Employees1-10

About Waypoint Financial

Waypoint Financial is here to help you achieve wealth accumulation and retirement planning for individuals, families, and small business owners. In today's volatile markets, families and business owners need a solid, trustworthy partner to help them plan and execute wealth accumulation and retirement income planning to help navigate through all of life's cycles. Helping our clients with their needs, aspirations and expectations is our goal. We believe the ultimate goal of financial planning is to provide for our families, loved ones and give back to society. Our valued clients are friends and partners in the financial planning process. Keith Fosler is registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Waypoint Financial is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc. "Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Keith Fosler and/or Waypoint Financial; positive reviews of experiences with Keith Fosler and/or Waypoint Financial may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Waypoint Financial has never raised funding before.

Frequently asked questions

Waypoint Financial is located in Portland, Maine, US.
You can reach Waypoint Financial at +18442864137.
Waypoint Financial was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.
Waypoint Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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