Turning Point Financial Corporate Ct, Frederick

Turning Point Financial Reviews

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  Maria Addington
  5

  We’ve had a business relationship with Turning Point for many years that seems more like family than business. We have always been extremely pleased with all of their services. Whenever we have a question they are quick to respond back to us. Our relationship with Turning Point has always been so positive that we have highly recommended them to family and friends. They are, without any reservations, five star.

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  Mark Marsico
  5

  Great Experience with Turning Point Financial. We did a series of planning meetings with them and now we feel more comfortable about our family's future! Kurt and John were awesome at explaining everything along the way. We will defiantly keep working with them!

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  Judy Buchanan
  5

  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.

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  Millie
  5

  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.

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  Jonathan Clarke
  5

  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.

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  Caleb Hopler
  5

  Working with Kurt and John at Turning Point Financial has been such a wonderful process for my wife and I! Easy process, clearly defined, kind and eager attitudes, respectful, and overall fun time learning about our financial status/projections and making positive strategies! Thank you, Kurt and John!!!

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  John Coppola
  5

  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.

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  Tom O'Connor
  5

  My wife and both have trusted TPF for over ten years. First, Tom and Brennan guided us how and where to invest our retirement funds. Their guidance lead next to a very secure retirement. Now in retirement they are giving us perfect advise on how to maximize the utilization of our retirement income and savings. Because their prudent, we’ll informed advice we are now living in our dream retirement home with little to nothing worry about financially. Thank you Tom and Brennan!

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  Denise Gutierrez
  5

  Kathy and the professionals at Turning Point Financial have helped us navigate the financial investment world with ease! We are always confident in their decisions to handle our funds and make the most advantageous decisions for our investments. They are responsive, informative and always available to assist us with questions or concerns. I highly recommend Turning Point Financial!

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  Lisa Norris
  5

  I've been working with Tom Pignone since 1996 to understand and plan how to best manage my finances. Thanks to him and more recently Brennan for positioning me to retire this year and move to the beach. Tom has always provided excellent service and even came to my house for a number of years to help me plan my investments. I have complete trust in Tom and Brennan to help me continue to manage my finances!