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...

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 ...

Marc A Catona

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

When working with Marc you can expect an honest assessment of your Financial Future. He can gui...

Robert Howell

• Financial Advice

Private Wealth Manager

Rebecca Jones

• 5.0^{/ 5} 1 Rating
• Annuities

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

Josh Wolberg

• Financial Advice

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

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...

David Starling

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

This was my second year doing my taxes with Dave at tax pro of provo. I came back because he ho...

Michael W. Mandarino

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

Mike Mandarino is the type of person who takes the time to understand your life situation, help...

Charles (Buck) Blanton

• Annuities

Retirement Matters