Testimonials

In recent years I fit into a particularly nuanced tax situation that is not well-known among tax accountants. I found out that several other accountants had made mistakes on my tax documents and tax return. TP Financial helped me untangle the issue and resubmit my tax return. Blake acted with such thoroughness and attention to detail - it was a particularly nuanced case, but we were able to come to the right answer together. I am so grateful to Blake and to TP Financial for helping me sort this out. They are wonderful!

I have been working with Ryan Morisey for a couple of months now and my experience with him has been outstanding! Ryan takes his time to understand my financial goals and translate them into a clear step by step plan with realistic milestones. Fees are explained upfront and there is full disclosure of potential risks and trade offs. I am very satisfied with the services I have received thus far!

Ryan helped my husband and I set up our life insurance policies. He made the process simple and stress-free. Very knowledgeable and personable. We appreciate his help and expertise!

Mr. Gmeiner is highly knowledge, professional and courteous. I recommend him to family & friends regularly! Schedule a quick discovery meeting with him to learn more!!

“In the past 7 years I have been very pleased with Turning Point Financial. It is reassuring to work with financial advisers who are interested in my needs. Brennan and Michelle took the time to thoroughly explain what was happening with my account. They both have a depth of knowledge and are professional. I would gladly recommend the services of Turning Point Financial whenever possible.” – Shirley S.

Wonderful group of professionals. Enjoy working with them.

Jason Topper has been absolutely fantastic to work with. He is on top of everything I enquire about, quick to respond and has great information regarding the growth of my retirement account. I highly recommend Turning Point Financial!