Turning Point Financial

Name: Turning Point Financial
Telephone: +13018469336
Rating: 4.80

Investment service 4.80 7210 Corporate Ct a, Frederick, MD 21703, United States

Turning Point Financial, located in Frederick, MD, offers comprehensive investment services. They provide financial advisory services tailored to meet clients' needs. Contact them for detailed guidance and explore their offerings through their official website.

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Services Turning Point Financial offers

Turning Point Financial provides a variety of specialized financial services.

Investment Advisory Services
Retirement Planning
Wealth Management
Tax Strategies
Estate Planning
Insurance Services
Financial Education
Risk Management

Turning Point Financial business numbers & email addresses

Email addresses

Not available.

Phone number

+13018469336

Location & directions

Visit Turning Point Financial at 7210 Corporate Court, Suite A, Frederick, MD 21703. Easily accessible for personalized financial consultations.

7210 Corporate Ct a, Frederick, MD 21703, United States

Service hours

Thursday	9 AM–5 PM
Friday	9 AM–4 PM
Saturday	Closed
Sunday	Closed
Monday	9 AM–5 PM
Tuesday	9 AM–5 PM
Wednesday	9 AM–5 PM

Turning Point Financial overview

Turning Point Financial is a registered investment adviser based in Frederick, MD. They are dedicated to providing personalized financial services while adhering to regulatory standards. Their team of professionals offers a wide range of investment services aimed at helping clients achieve their financial goals. Consultations are tailored to cater to individual client needs, ensuring a comprehensive approach to financial management.

Send letters & parcels

To send letters or parcels to Turning Point Financial, use their physical address: 7210 Corporate Court, Suite A, Frederick, MD 21703. Ensure that your correspondence is clearly labeled for efficient delivery. When sending parcels, utilize reliable shipping services to guarantee safe and timely arrival at the firm’s office.

Send a resume or CV

Individuals interested in career opportunities with Turning Point Financial should mail their resumes or CVs to their office address. Clearly mark your envelope with 'HR Department' to ensure it reaches the correct team. Utilize reliable postal services for secure and timely delivery of your application materials.

Business highlights

Highly-rated investment advisory services in Frederick, MD
Comprehensive financial planning and management
Dedicated to personalized client service

Accepted payment methods

Credit CardBank TransferACH Payments

Customer experiences

Customers have praised Turning Point Financial for their professionalism and personalized service. Many appreciate the clear communication and tailored financial advice provided by their team. Share your experience with Turning Point Financial and let others know how their services have helped you achieve your financial goals.

Adam Pegler

We’ve been with Turning Point for two years now, and have been very impressed. Brennan took the time to really understand our retirement plans and risk tolerance and make recommendations based upon our needs. He and everyone at Turning Point are always responsive to our (occasionally stupid) questions and really take the time to make us feel comfortable with our decisions. That level of trust is priceless, and truly appreciated.

Judy Buchanan

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.

Jonathan Clarke

Turning Point has managed our investments for thirty-plus years and as fiduciaries always have our best interests in mind when making financial decisions. Tom and Brennan are very personable and knowledgeable. Our investments have grown exponentially and our financial situation is secure due to their management and foresight. I very highly recommend them.

Millie

We have been with Turning Point for a couple of years now and are very happy with our relationship with everyone. Brennan and Brandon are very responsive and have given us excellent care. They listen and know our family’s specific needs and helps us stay in the right track. Also, the staff at Turning Point is very friendly and they provide great customer service. I highly recommend them to everyone that needs help with their financial planning.