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Jordan Patrick

Financial Advisor at Truepoint Wealth Counsel

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TRUEPOINT WEALTH COUNSEL

TRUEPOINT WEALTH COUNSEL

  • description Description
    Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. We are fee-only fiduciaries and remain 100% emplo...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Truepoint Wealth Counsel Org Chart and Mapping

Employees

Rona Turnheim

Executive Receptionist

Will Lundstrom

Manager, Investment Advisory Services

Bill Tucker

Sr. Tax Manager and Shareholder

Eric Chaimowitz

Sr. Tax Manager & Shareholder

Shelly Bailey

Estate Planning Specialist

Steven Milby

Wealth Advisor Associate

Frequently Asked Questions Regarding Jordan Patrick

Answer: Jordan Patrick works for Truepoint Wealth Counsel as Financial Advisor

Answer: Jordan Patrick’s role in Truepoint Wealth Counsel is Financial Advisor

Answer: Jordan Patrick's email address is c***@gmail.com

Answer: Jordan Patrick's business email address is c****@truepointwealth.com

Answer: Jordan Patrick’s direct phone number is (***)-***-****

Answer: Jordan Patrick works in the industry of: Financial Services

Answer: Jordan Patrick works Truepoint Wealth Counsel located at 9999 Carver Rd Ste 200, Cincinnati, Ohio, 45242, United States

Answer: Truepoint Wealth Counsel's Financial Advisor is Jordan Patrick

Answer: Jordan Patrick contact details:

  • Phone number  :  (***)-***-****
  • Email  :  c****@truepointwealth.com

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