Stuart Gardner

• Financial Planning

CERTIFIED FINANCIAL PLANNER™

James “Jimmy” Beyer

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

James Beyer is amazing to work with. He is extremely knowledgeable with Medicare and as a finan...

Robert Grace

• Financial Advice

Retirement by Design | Grace Advisory Group

Phil Weiss

• Financial Advice

CPA, CFA, Principal @ Apprise Wealth Management

Peter Cardoza

• Annuities

We Can Help Put You On Your Path To Financial Confidence.

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...

Jennifer B. Barthol

• 5.0^{/ 5} 5 Ratings
• Annuities

Jennifer helped create my estate plan; she was very informative and allowed me to really think ...

Stephen Thurmond

• 5.0^{/ 5} 1 Rating
• Annuities

Steve has been our insurance representative for several years now. He is always timely, detaile...

Dallas Grabow

• 5.0^{/ 5} 1 Rating
• College Financial Planning

Dallas is attentive, readily answers questions and is resolute in providing 1st class advice. W...

Rebecca Jones

• 5.0^{/ 5} 1 Rating
• Annuities

Positive: Professionalism, Responsiveness ~ Donald Peterson ~...