REFRESH YOUR PERSPECTIVE
Point Vantage has provided financial services to individuals and employee benefit solutions to business owners for over 25 years. Today Point Vantage continues to serve individuals, businesses and non-profit organizations in the greater New York / New Jersey metropolitan area by developing innovative strategies for employee benefits and personal wealth accumulation. Check the background of this firm on FINRA's BrokerCheck.
REFRESH YOUR PERSPECTIVE
Point Vantage has provided financial services to individuals and employee benefit solutions to business owners for over 25 years. Today Point Vantage continues to serve individuals, businesses and non-profit organizations in the greater New York / New Jersey metropolitan area by developing innovative strategies for employee benefits and personal wealth accumulation. Check the background of this firm on FINRA's BrokerCheck.
“May your trails be crooked, winding, lonesome, dangerous, leading to the most amazing view. May your mountains rise into and above the clouds.”
LOOK AT life FROM A DIFFERENT ANGLE
Chances are you have valuable assets to safeguard. Whether it be personal life insurance to protect the ones you love or commercial insurance to preserve the value of your business, your income and your assets. Point Vantage can assist you with a review of your current insurance arrangement!
LOOK AT life FROM A DIFFERENT ANGLE
Chances are you have valuable assets to safeguard. Whether it be personal life insurance to protect the ones you love or commercial insurance to preserve the value of your business, your income and your assets. Point Vantage can assist you with a review of your current insurance arrangement!
REFINE YOUR POINT OF VIEW
Creative minds build today's most innovative new businesses. Servicing business owners for over 25 years has given us a unique perspective of your goals. At Point Vantage we understand the struggle for a business to become profitable and to, most importantly, remain profitable.
REFINE YOUR POINT OF VIEW
Creative minds build today's most innovative new businesses. Servicing business owners for over 25 years has given us a unique perspective of your goals. At Point Vantage we understand the struggle for a business to become profitable and to, most importantly, remain profitable.
CONSIDER A NEW OUTLOOK
No matter who you are or what stage of life you’re in, chances are you’re planning for something. Whether it be savings goals like retirement, your first home or college tuition; an investment plan can help get you there.
CONSIDER A NEW OUTLOOK
No matter who you are or what stage of life you’re in, chances are you’re planning for something. Whether it be savings goals like retirement, your first home or college tuition; an investment plan can help get you there.
“The secret of getting ahead is getting started.”
OUR MISSION
The heart of our mission at Point Vantage is expressed the same way for businesses as it is for individuals … we will refresh your perspective by sharing and implementing creative concepts that reflect innovative thinking derived from years of experience.
For businesses, our mission is to facilitate the creation and implementation of high quality, cost efficient employee benefits plans that reduce your employer liability, ease your organization’s human resources burden and also serve to improve employee life.
For individuals, our mission is to improve your financial well being by first evaluating the risks that threaten your security while we also establish a personalized pathway towards meeting your objectives with a process that emphasizes regular and intentional review.
Our mission can only be accomplished if the philosophy that shapes our organization is one that places the needs of others at the forefront. We have simplified this philosophy by expressing it as our motto “Be Trustworthy”.
OUR MISSION
The heart of our mission at Point Vantage is expressed the same way for businesses as it is for individuals … we will refresh your perspective by sharing and implementing creative concepts that reflect innovative thinking derived from years of experience.
For businesses, our mission is to facilitate the creation and implementation of high quality, cost efficient employee benefits plans that reduce your employer liability, ease your organization’s human resources burden and also serve to improve employee life.
For individuals, our mission is to improve your financial well being by first evaluating the risks that threaten your security while we also establish a personalized pathway towards meeting your objectives with a process that emphasizes regular and intentional review.
Our mission can only be accomplished if the philosophy that shapes our organization is one that places the needs of others at the forefront. We have simplified this philosophy by expressing it as our motto “Be Trustworthy”.