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- ENGAGEMENT
  
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- AI
  
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How It Works
- HOW IT WORKS
  
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- Ideal Customer Profile
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  Integrations
  Connect with tools your team uses every day.
- SOLUTIONS
  
  for Owners
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  for Sales
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  for Marketing
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Pricing
- PRICING
  
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  Case Studies
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- RESOURCES
  
  Buying Guide
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  AI Sales Prompts Guide
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  CAC & Cost-Per-Lead Guide
  A Definitive Guide for Revenue
  Teams
  
  Lead Prioritization Guide
  A Definitive Guide for Revenue
  Teams
Company
- COMPANY
  
  About Us
  CIENCE at a glance.
  
  Executive Team
  Meet the Executive Team
  
  Awards & Reviews
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  Philosophy
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  Contact Us
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- LEARN
  
  Podcast
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  Blog
  All content produced by CIENCE.
  
  CIENCEpedia
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  Press Releases
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Company Overview
FAQs

StrategicPoint Investment Advisors

Strategic Point Investment Advisors

Investment Management, 294 West Exchange Street, Providence, , 2903, Rhode Island, United States, 11-50 Employees

strategicpoint.com

Phone Number: +18*********

Who is STRATEGICPOINT INVESTMENT ADVISORS

StrategicPoint is an independent wealth manager, focused on financial planning and investments.

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Headquarters: 294 West Exchange Street, Providence, Rhode Island, 2903, United States
Date Founded: 1989
Employees: 11-50
Revenue: $1 Billion and Over
Active Tech Stack: See technologies

Industry: Investment Management

SIC Code: 6282 | NAICS Code: 523940 | Show More

Does something look wrong? Fix it. | View contact records from STRATEGICPOINT INVESTMENT ADVISORS

StrategicPoint Investment Advisors Org Chart and Mapping

Employees

Kristina Mello

Senior Financial Advisor, Director of Financial Planning

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Richard Anzelone

Managing Director

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Cfp® Betsey Purinton

Managing Partner and Chief Investment Officer

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Tara Budlong

Client Service Manager and Advisor

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Alicia Iovino

Office Manager

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Derek Amey

Partner and Co-Cio

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Sean Giles

Senior Financial Advisor

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Aaron Reynolds

Associate Portfolio Manager

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Vanessa Norcliffe

Data Cosultant

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Frequently Asked Questions Regarding StrategicPoint Investment Advisors

Answer: StrategicPoint Investment Advisors's headquarters are located at 294 West Exchange Street, Providence, , 2903, Rhode Island, United States

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