Dan Cronin

• 5.0^{/ 5} 1 Rating
• Annuities

Excellent customer service, took the time to explain things in terms that I could understand. V...

Joseph Schmidt

• 5.0^{/ 5} 1 Rating
• Financial Advice

I am so thankful to Joseph for meeting with me to review my options for student loan repayment....

David Kring

• 5.0^{/ 5} 1 Rating
• Dental/Vision Insurance

I have my retirement account with the firm which consistently outperforms the market. ~ Chuck K...

Adam Bruno

• 5.0^{/ 5} 1 Rating
• Estate Planning

We have sat with other Financial Advisors before, but never really understood everything they w...

Jay Perry

• 5.0^{/ 5} 1 Rating
• Financial Advice

I completely trust Turning Point with all of my financial needs. They’ve managed my retiremen...

Hobby Barndollar

• Financial Advice

Pure Path Wealth Management

Josh Wolberg

• Financial Advice

CFP®, RICP®, MBA, President And Lead Financial Planner

David Wilder

• 5.0^{/ 5} 1 Rating
• Financial Advice

We have worked with Total Wealth Planning for over a decade. They have helped us navigate marke...

Deidre Fernald, CFP®

• 5.0^{/ 5} 1 Rating
• Financial Advice

Deidre had great answers to all my questions. She is easy to work with and very knowledgeable. ...

Roxanne Blade

• Financial Advice

Certified Financial Planner™