Real Client Stories

"The Compass program/process has supported and helped me determine that I can choose to retire earlier than expected! The security and reassuring plan review has increased my confidence and reduced my retirement related worries. The positive energy and personal care is real and greatly appreciated. My first experience with tax preparation was also very favorable and it’s helpful to have these two pieces working hand in hand on my behalf! Thank you Turning Point!"

- Client

"They are truly caring with comprehensive knowledge and understanding of resource and life planning."

- Michael D., Client

"Kathy and her team at Turning Point, have become an extended family , over the last several years. They manage our finances and my parents. One of the real comforts in life is peace of mind, and her team helps us live that every day."

- Client

"We have worked with Tom and Brennan for years and always enjoyed their friendly support and insight. With my pending retirement, they have been super about walking with me through every step. It's a good feeling just knowing that they are there whenever we have a question."

- Becky A., Client

"We followed our financial adviser Kurt LaLomia from his previous employer to Turning Point. I believe this says it all about Kurt's ability as a financial adviser. Kurt excels in his professionalism and attention to our financial needs. Kurt is able to apply the wide array of services that Turning Point offers to what is beneficial and important to our financial needs and desires. Kurt brings in the specific specialists that Turning Point employees when it is needed or wanted. The services, direction and advise that Turning Point and Kurt have provided us has made us more secure and comfortable with our financial position and needs & wants for the future."

-John C., Client

"Very professional treatment with the analysis and presentation. We both liked the follow-on retainer and we are confidently consolidating our tax work with the firm as well. We strongly recommend the firm and its approach for anyone considering or needing complex financial advice."

-Ralph M., Client

"Kurt and Turning Point provide excellent service. I have recommended them to others and will continue to do so. We started our relationship by using their COMPASS program to make sure we were on track with our financial goals for the future. Kurt ensures that he follows up with me regularly to review my investments to answer questions I might have. We also decided to engage Brandon to prepare our taxes who is also very detailed and responsive. They are a fantastic and grounded company. I feel very comfortable with Turning Point guiding us into the future."

-Judy B., Client

The testimonials on this page were provided by existing clients.  There was no compensation provided in exchange for these testimonials.  Clients are free to request the removal of their testimonial from this page at any time. Testimonials have been included in their entirety and have not been edited or altered. Please contact our office if you would like a copy of our marketing policies and procedures for handling testimonials.