Financial Pointe - Newbury Park, California

About Financial Pointe

Financial Pointe, located at 3323 Old Conejo Rd, Newbury Park, CA 91320, stands out as a premier destination for financial guidance and services in the area. With a phone number 805-499-3570 readily available, prospective clients can easily reach out for assistance. Their comprehensive range of services includes being a Financial Planner, Financial Consultant, managing a Life Insurance Agency, and acting as a Stock Broker. For those looking for expert advice tailored to individual needs, Financial Pointe offers a suite of financial solutions.

Facilities and Accessibility

Financial Pointe is committed to providing a welcoming environment for everyone. The office boasts an accessible entrance, parking, and restroom facilities, ensuring that clients with mobility needs are accommodated. This attention to detail reflects their dedication to serving all members of the community effectively.

Services & Ratings

Clients have highly rated Financial Pointe, with 1 review on Google My Business averaging a 5/5 average opinion. This suggests a high level of satisfaction among their clientele. Key services include personalized financial planning, expert consultancy, life insurance services, and stock brokering. Their ability to manage portfolios through tough times and their straightforward approach to explaining complex financial processes are particularly noted.

Recommendations for Potential Clients

• Appointments Required: To ensure personalized attention, it's recommended to book an appointment.
• Professional Staff: The office staff is praised for being professional, friendly, and prompt.
• Accessibility Features: For those with disabilities, Financial Pointe's wheelchair-accessible facilities are a significant plus.

Why Choose Financial Pointe

Financial Pointe is not just a financial service provider; it's a partner in your financial journey. With a focus on long-term growth and personal satisfaction, their team of experts, including Elad as highlighted in reviews, offers a level of service that goes beyond the ordinary. Their expertise spans from retirement planning to investment strategies, ensuring clients are well-prepared for any financial scenario.

For individuals seeking robust financial advice and solutions, Financial Pointe at 3323 Old Conejo Rd, Newbury Park, CA 91320 is an excellent choice. Contact them through their website financialpointe.com to schedule a consultation and experience their exceptional service firsthand.

Remember: Given the average rating of 5 out of 5, it's clear that Financial Pointe delivers on its promises. Don't miss the opportunity to benefit from their expert guidance. Visit their website or call them directly to take the first step towards securing your financial future.

👍 Reviews of Financial Pointe

chris M.

5/5

I’ve had Elad as my financial advisor over 15 years and consider him also a good friend. He has managed my portfolio in some very tough times. His extensive knowledge of retirement financial issues allowed my accounts to generate a generous cash flow when needed. I allowed him to take over my mother’s retirement finances and we both were never disappointed with his reliability. He’s very easy to talk to, and takes the time to explain the process and choices to reach the client’s goals.
The office staff is professional, friendly, and prompt responding to requests.