7210 Corporate Court
Our goal is to help deliver clarity and certainty around your journey. We do this by helping you plan for the expected and the unexpected turning points in your life, whatever that might be:
For 25 years we have been tackling challenges and helping people save, grow and protect what they’ve worked so hard for. When you work with Turning Point, you’ll get a team of experienced financial professionals who speak plainly and act as fiduciaries (we always work for your best interest). Also, our fees and charges are fully transparent – our policy is to avoid unnecessary commissions and transaction fees.
Co-Founder & Sr. Financial Advisor
Chief Compliance Officer / Director of Operations & Marketing
Director of Financial Services
Director of Accounting Services
Sr. Financial Advisor
Registered Client Service Associate
Client Service Coordinator
Sales & Marketing Coordinator
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.