ViewPoint Wealth Partners

Our team strives to be the most recommended financial team in the area. We want you to feel more confident about your financial future. We are dedicated to helping you plan for a more confident financial future by helping you balance the income needs of today with the retirement needs of tomorrow so you can pursue your passions.


Advisors

Paul J La Banc, Private Wealth Advisor serving the Independence, OH area - Ameriprise Advisors

Paul J La Banc

CFP®, CRPC®, AAMS®, AWMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Paul J La Banc's website
Donald Grassi, Financial Advisor serving the Independence, OH area - Ameriprise Advisors

Donald Grassi

CRPC®, AAMS®, AWMA®

Financial Advisor

Visit Donald Grassi's website
Michael Kozlowski, Financial Advisor serving the Independence, OH area - Ameriprise Advisors

Michael Kozlowski

CRPC®

Financial Advisor

Visit Michael Kozlowski's website
Theresa Guerini, Financial Advisor serving the Independence, OH area - Ameriprise Advisors

Theresa Guerini

Financial Advisor

Visit Theresa Guerini's website
Joshua Harrell, Financial Advisor serving the Independence, OH area - Ameriprise Advisors

Joshua Harrell

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Joshua Harrell's website
Jennifer Bower, Financial Advisor serving the Independence, OH area - Ameriprise Advisors

Jennifer Bower

CRPC®

Financial Advisor

Visit Jennifer Bower's website

Team

Hali Chapman

Hali Chapman

Client Service Coordinator

Theresa Jewell

Theresa Jewell

Receptionist