Clearpoint Credit Counseling Solutions
Financial Advising
Why pick this one
Clearpoint Advisors advises corporations, institutions, executives, and high-net-worth individuals on COLI, executive compensation, benefits, insurance, and wealth management.
Best for
- Corporate-owned life insurance strategy
- Executive compensation planning
- Employee benefits consulting
- Insurance planning for corporations and high-net-worth individuals
- Wealth management for high-net-worth families and individuals
- Risk-based capital consulting
Look elsewhere if
- Consumer credit counseling or debt-management needs
- Basic retail banking or transactional financial services
Specialties
- corporate-owned life insurance (COLI)
- executive compensation
- employee benefits
- insurance planning
- risk-based capital consulting
- wealth management
Certifications
- Affiliation with Institutional Architects
What makes them different
- Serves corporations, institutions, executives, and high-net-worth families and individuals
- Uses an integrated team of financial professionals across key disciplines
- Creates customized solutions with CEOs and top management executives
- Provides corporate-owned life insurance strategy consulting
- Partners with like-minded firms rather than promoting one strategy as universally superior
Distilled from this business's own website.
Contact & Location
- Address
- 5509 W Friendly Ave Ste 104, Greensboro, NC 27410-4211
- Phone
- +13368344647
- Website
- https://www.clearpointadvisorsllc.com
Services
- financial consulting
- benefit and insurance solutions
- corporate-owned life insurance strategies
- compensation and benefits consulting
- insurance planning
- wealth management