Client Questionnaires

The questionnaires below help us assess your financial goals. Please click on the questionnaire name below to open the PDF.


Financial Planning Questionnaire

Complete this questionnaire for
comprehensive financial planning.


Retirement Income Questionnaire

Complete this questionnaire for a simpler
assessment of your retirement goals.


Investment Approach Survey

We ask all advisory clients to complete this
questionnaire about investing and risk.


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Contact Info

Point View Wealth Management, Inc.
382 Springfield Avenue, Ste. 208
Summit, NJ 07901-2707
Phone: 800-252-7854 / 908-598-1717
Fax: 419-844-0922
Email: firm@ptview.com
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