7210 Corporate Court,
Welcome to the Turning Point family. We are so glad you're here.
A Note From Brian
I am excited to announce a partnership with Turning Point Financial. My business has grown significantly over the past few years - thanks to all of you!
In order to efficiently handle the growing workload, I have decided to join Turning Point Financial. They have robust support and share the same values in how I treat my clients. They also have a broad range of financial services to support our needs, most notably, integrated tax and accounting services. Many of you have asked questions about tax planning and the impact to your financial plan, and now I have a team of CPA professionals to help answer those questions. I believe it’s very important for our financial recommendations to coordinate with the tax advice you are receiving, and having this all under one roof provides a seamless experience.
Thank you for the trust you’ve placed in me in the past. I look forward to the same level of trust and confidence going forward during our new chapter with Turning Point. If you have any questions, just click below to schedule a call with me.
How can I get in touch?
The service you've grown accustomed to will not changing! Brian and Rickey have simply joined a larger team to offer more support to you as a valued client.
The Turning Point Team is also available to assist you at (301) 846-9336. Our team also monitors a general support inbox at email@example.com. Please contact us and we will be glad to assist you in Brian or Rickey's absence.
What will change?
Simply put, Brian and his team are able to serve clients in a greater capacity with the support of a larger team. Turning Point Financial has a fully integrated tax and accounting department, as well as a full team of Financial Planning professionals who are available to assist Brian and team with complex investment strategies, risk management options and financial planning matters. Turning Point Financial also utilizes SEI Private Trust Company, and this change will not impact your current investment strategy.
How does Turning Point's additional services help me?
As an investment client of Turning Point Financial, you are entitled to Turning Point’s other services too. Other areas we can now help you are including but not limited to:
So, if you have a specific question or just want a general overview, simply call or email our team to talk it over with someone who can help. (We don’t charge when you contact us – so please call or email when you need us!)
Where is the Turning Point Office?
The Turning Point office is conveniently located on the Westview side of Frederick at 7210 Corporate Court, Suite A, Frederick, MD 21703. We are just a few short minutes from I-270 and I-70. Although we are local, we do serve clients across the country and even internationally.
Tell me a little bit about Turning Point’s history?
Turning Point Financial was founded in 1994 by Kathy Troxell and Tom Pignone. The team is passionately committed to making a positive impact by doing good in the world. Doing good in the world is important, and we strive to support the community around us and treat all people with dignity. The growing team has embraced this commitment and is continually working to find meaningful and creative ways to achieve the shared goal of serving clients and making an impact. Each team member uses their own unique skills to find creative ways to impact others – a process that continues to evolve and is an inspiring journey!
Turning Point is a fully integrated financial services firm that offers:
Chief Operating Officer / CCO
Director of Business Development & Financial Advisor
Chief Business Development Officer
Chief Investment Officer
Sr. Financial Advisor
Client Service Manager
Director of Financial Planning
Paraplanner | Insurance Advisor
Client Relationship Coordinator | Executive Assistant
Founder & President
Client Service Associate
Senior Tax Advisor
COO, Wealth Development Council & Fullstack Developer
Tax & Accounting Manager
Co-Founder & Sr. Financial Advisor
Founder, William Dove CPA, LLC.
In addition to the service and support you've received from Jolles Financial over the years, Turning Point is excited to offer integrated tax services as a part of the Jolles Financial and Turning Point relationship.
Our tax preparation services are available to all Jolles Financial clients. Click below to reserve your spot for 2023 tax preparation services at Turning Point. We will send additional information shortly.
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Taxes and Accounting