87
58
Growth Score
0 pts
Heat Score
7 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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794500
Decision Point Financial offers fee-only financial planning and investment management with a fiduciary approach.
About the Company
Decision Point Financial is a financial planning and investment management firm that operates with a fee-only fiduciary approach. The company specializes in offering comprehensive financial planning services, focusing on the broader picture of clients' financial health. With a team that includes CERTIFIED FINANCIAL PLANNER™ professionals,
Decision Point Financial is dedicated to designing and implementing personalized financial strategies. The firm places a strong emphasis on preventing clients from making investment mistakes that could have severe market consequences. Services extend to various software platforms for financial planning, including Naviplan, MoneyGuidePro, and eMoney, ensuring a tailored approach to each client's needs.
