Turning Point Financial
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Turning Point Financial is a full-service financial services firm where the advisors offer value-driven solutions: retirement planning; retirement income strategies; college savings plans; estate planning; tax maximization strategies for individuals and small businesses; life insurance solutions ("independent" means we shop for the best value!); long term care and disability income insurance.
In the investment world things can get complicated very quickly, Turning Point's Advisors talk in a straightforward manner with the heart of a teacher. We strive to help everyday people get ahead financially. The team includes financial consultants, financial planners, investment managers, insurance experts, accountants, and even attorneys who share the "value philosophy" and have a heart to help people. This provides clients with a deep bench of professional strength whenever needed.
Whether you're a doctor, lawyer, accountant, nurse, contractor, teacher or public service employee - chances are we have been helping someone like you for decades. Join our family - we would be happy to help you too!
Investment Advisory Services offered through Turning Point Financial, a Registered Investment Adviser.
Turning Point Financial Offices
OnSite Workspace
Employees work from physical offices.
