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Waypoint Advisory Services

Founded 2011 11 employees

General Information

Company Name Waypoint Advisory Services
Founded Year 2011
Employees 11
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About Waypoint Advisory Services

Waypoint has become an industry leader in credit union auditing and consulting. We strive to deliver the highest quality services at the most affordable prices. For over 30 combined years, owners Barry Lynch and Greg Schmidt have dedicated their careers to working with credit union leadership, specializing in audit procedures, training for both staff and directors, compliance reviews, internal control testing, policy development, & consulting, including long-term strategic business planning. In order to expand and to begin taking on employees, in 2011, Waypoint Advisory Services, Inc., was formed as a combination of Barret T. Lynch, LLC, and Greg R. Schmidt, LLC, now serving over 45 federally insured credit unions in and around the Texas Panhandle and beyond, with plans to expand into several other areas in the United States, including the Dallas metroplex, Ohio, and South Carolina.

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Waypoint Advisory Services Alternatives & Competitors

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FAQ About Waypoint Advisory Services

Waypoint has become an industry leader in credit union auditing and consulting. We strive to deliver the highest quality services at the most affordable prices. For over 30 combined years, owners Barry Lynch and Greg Schmidt have dedicated their careers to working with credit union leadership, speci...
Waypoint Advisory Services was founded in 2011.
Waypoint Advisory Services has approximately 11 employees.
Top alternatives and competitors to Waypoint Advisory Services include Lillie & Company, LLC, Lynch Consultants, LLC, Credit Union Leasing of America (CULA), Security First Credit Union, CrossState Credit Union Association. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Waypoint Advisory Services and Lillie & Company, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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