3 Point Wealth Strategies

Beavercreek, Ohio

Call (937) 429-1055 Visit website →

About

3 Point Wealth Strategies, based in Beavercreek, Ohio, offers financial planning with a focus on retirement planning. The firm is led by Jerry L. Butts, a Certified Fund Specialist with over 28 years of experience in investment and retirement planning, and operates as an independent advisor. The firm emphasizes client-centered relationships and objective guidance across retirement and investment planning matters.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-4PM, Tuesday: 9AM-4PM, Wednesday: 9AM-4PM, Thursday: 9AM-4PM, Friday: 9AM-4PM, Saturday: Closed
SEC registered
No
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