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Tara Budlong

Client Service Manager and Advisor at StrategicPoint Investment Advisors

  • LinkedIn

Tara Budlong serves as Client Service Manager and Advisor, providing support to StrategicPoint’s Advisory team. She is responsible for assisting clients and facilitating their service nee...

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STRATEGICPOINT INVESTMENT ADVISORS

STRATEGICPOINT INVESTMENT ADVISORS

  • description Description
    StrategicPoint is an independent wealth manager, focused on financial planning and investments.
  • Employees count Employees 11-50
  • Revenue Revenue 1 Billion and Over
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StrategicPoint Investment Advisors Org Chart and Mapping

Employees

Kristina Mello

Senior Financial Advisor, Director of Financial Planning

Tara Budlong

Client Service Manager and Advisor

Cfp® Betsey Purinton

Managing Partner and Chief Investment Officer

Sean Giles

Senior Financial Advisor

Frequently Asked Questions Regarding Tara Budlong

Answer: Tara Budlong works for StrategicPoint Investment Advisors as Client Service Manager and Advisor

Answer: Tara Budlong’s role in StrategicPoint Investment Advisors is Client Service Manager and Advisor

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Answer: Tara Budlong is the current Client Service Manager and Advisor at StrategicPoint Investment Advisors.... Read More

Answer: Tara Budlong works StrategicPoint Investment Advisors located at 294 West Exchange Street, Providence, , 2903, Rhode Island, United States

Answer: StrategicPoint Investment Advisors's Client Service Manager and Advisor is Tara Budlong

Answer: Tara Budlong contact details:

  • Phone number  :  (***)-***-****
  • Email  :  t****@strategicpoint.com

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