Phil Weiss

• Financial Advice

CPA, CFA, Principal @ Apprise Wealth Management

Ellsworth Quinton

• Financial Planning

Quintessential Wealth Foundations

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...

Morgen Rochard

• Financial Advice

CFA, CFP®, RLP® | Financial Planner | Origin Wealth Advisers

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...

Brian Taylor

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

I had a great meeting with Brian the other day. My wife and I are excited about working with hi...

James Worfolk

• Annuities

Thrive Wealth Advisors

Meghan Lape

• 5.0^{/ 5}
• Financial Advice

Ensuring That Your Money Doesn’t Do Anything You Wouldn’t Do In Real Life.

Aaron Steele, AIF®

• Aid & Attendance

Steele Capital Management

Josh Wolberg

• Financial Advice

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