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Turning Point Financial - Helping you navigate personal finance.
Turning Point Financial, Inc works with clients in all aspects of their financial lives. We tailor our advice and services to each client’s specific needs, goals and time horizons. As a fiduciary for our clients, we are not influenced by outside parties when it comes to our recommendations. Your best interests are our best interests. This enables us to have closer, long-term relationships with our clients.
Strategies Beyond Ordinary
Our Vision
Empower individuals and businesses to achieve sustainable wealth and financial freedom.
Our Mission
Provide personalized financial strategies ensuring long-term security, growth, and peace.
Our Goals
Deliver trusted financial guidance, maximizing opportunities while protecting clients’ future.
Perseverance and good advice pay off.
How can Turning Point Financial, Inc help you? Call us at (704) 243-4222 to get started.
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We are your Guide.
We are your guide, leading you with clarity, trust, and support. Wherever your journey takes you, we provide direction, insight, and confidence to help you reach your goals successfully.
We take time to get to know you.
Our relationship starts with a personal conversation to dig deeper into what drives you and your long-term goals.
It starts with a personalized financial plan.
We manage your risks and keep you on target, keeping a steady eye on your future.
Creating goals is a smarter way to invest.
Our goal is for our clients to feel confident and supported. We are responsive to your needs and communicate your path.
Get In Touch With Us
Address
15720 Brixham Hill Ave. Ste 300 Charlotte, North Carolina 28277
Phone
(704) 243-4222
(704) 228-4261
mark@turning-point.us