Point Vantage LLC

Who is Point Vantage? Point Vantage LLC, also operating as the Health Insurance Exchange, has provided financial services to individuals and employee benefit solutions to business owners for over 25 years. Today Point Vantage continues to serve individuals, businesses and non-profit organizations in the greater New York/ New Jersey metropolitan area by developing innovative strategies for employee benefits and personal wealth accumulation. Our Mission: The heart of our mission at Point Vantage is expressed the same way for businesses as it is for individuals … we will refresh your perspective by sharing and implementing creative concepts that reflect innovative thinking derived from years of experience. For businesses, our mission is to facilitate the creation and implementation of high quality, cost efficient employee benefits plans that reduce your employer liability, ease your organization’s human resources burden and also serve to improve employee life. For individuals, our mission is to improve your financial well being by first evaluating the risks that threaten your security while we also establish a personalized pathway towards meeting your objectives with a process that emphasizes regular and intentional review. Our Philosophy: Our mission can only be accomplished if the philosophy that shapes our organization is one that places the needs of others at the forefront. We have simplified this philosophy by expressing it as our motto “Be Trustworthy”.

Website

http://www.ptvantage.com

External link for Point Vantage LLC

Industry

Financial Services

Company size

2-10 employees

Headquarters

New York, NY

Type

Partnership

Founded

1986

Specialties

Group Medical Insurance, Group Retirement 401(k) and 403(b), Group Dental & Vision Insurance, Group Life & Disability Insurance, Statutory Disability Insurance, Group Retiree Medicare, Profit Sharing Plans, SIMPLE IRA and SEP IRA, and 412(i) Pension Plans