Rock Point Partners LLC

 Rock Point Partners LLC contact information is shown below
Owner:ROCK POINT PARTNERS LLC
Owner Address:215 N Main St., Suite 1040 West Bend WI 530953370
Owner Web Site
Owner Phone
Owner Toll Free
Owner Fax

 

Brands Owned byRock Point Partners LLC

Brand:

ADAPTIV SELECT ETF

Description:

Financial services, namely, operation and management of exchange-traded funds for others; Financial consulting in the field of exchange-traded funds; Financial services, namely, financial portfolio management, trading securities;

Category: FINANCIAL SERVICES
Brand:

CLIENT FIRST TAX AND WEALTH ADVISORS

Description:

Investment management, financial planning, providing information in insurance planning matter, social security financial planning and consulting services rendered to individuals, financial information;Tax preparation; tax planning;TAX AND WEALTH ADVISORS;

Category: INVESTMENT MANAGEMENT
Brand:

FOCUS ON THE SIGNAL. AVOID THE NOISE.

Description:

Financial planning and investment management system, namely, strategic financial advisory services;

Category: FINANCIAL PLANNING INVESTMENT MANAGEMENT
Brand:

OPPORTUNITY IDENTIFIED

Description:

Providing information on investment management, financial planning and insurance planning; investment management; insurance planning; and financial planning;

Category: PROVIDING INFORMATION ON INVESTMENT MANAGEMENT
Brand:

QUINCY

Description:

Financial services, namely, security brokerage, leveraged buyouts and investments in financially distressed or underperforming companies and energy brokerage services;

Category: FINANCIAL SERVICES
Brand:

ROCK POINT

Description:

Securities brokerage, financial advice, merchant banking, leveraged buyouts, venture capital investments, joint ventures, investment banking, and consulting in all industrial sectors but not real estate;

Category: SECURITIES BROKERAGE
Brand:

THE WEEKLY TREND

Description:

Providing information on investment management, financial planning and insurance planning; investment management; insurance planning; and financial planning;

Category: PROVIDING INFORMATION ON INVESTMENT MANAGEMENT
Brand:

TRUEHOLISTIC

Description:

TRUE HOLISTIC;Investment management, financial planning, providing information in insurance planning matters, namely, providing information about healthcare insurance plans, property and casualty plans; estate planning, Medicare planning, social security financial planning and consulting services in the field of financial management and investment management rendered to individuals, financial information; financial planning, namely, tax planning;Tax preparation; tax planning advice, information and consultancy services;

Category: TRUE HOLISTIC