Over the years, we’ve earned a reputation for excellence in our industry, assisting clients from all walks of life in setting realistic goals, making smart financial decisions and preparing for life’s many transitions. Our advisors are committed to their clients, and are active participants in industry associations that promote ethical conduct, continuing education and high professional achievement.
We place a high value on community service and “giving back” to our community. In this spirit, we have initiated an internal charity focus at the firm. In addition to maintaining our regular company calendar, we have also created a “charity calendar” that includes several company-sponsored and employee driven initiatives for the year. All employees are encouraged and motivated to participate in making their regular monthly commitment to these charities – on company paid time.
Frederick, MD Office
We Work For You!
The founders of Turning Point have integrated the following core values into their business: “Integrity, Commitment, Flexibility and Kindness” — ideals that have been embraced by every person in the Turning Point organization. One of the company’s strengths is insisting that financial strategies are presented in a transparent and straightforward manner so people can fully understand their own financial process. With our hands-on approach to financial guidance, we have maintained an excellent track record of keeping people focused on their personal goals.