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Thrivepoint Financial
- Investment Service
- Glastonbury, CT
About this business
Thrivepoint Financial Next Level Wealth Management We go above and beyond the standard of care in the financial services industry, not only in our culture but in our approach. We don’t just do the “usual”. Instead, we start outside the box and we stay out.
Location details
2461 Main Street, Floor 3, Glastonbury, CT, 06033, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Craig and the staff at Thrivepoint Financial have been fabulous! I have been consulting with Craig for several years and have come to trust his judgment and appreciate his patience and clarity when I have questions. The staff is helpful and prompt to get things done. I love that Thrivepoint is able to offer both in-person and virtual visits to accommodate my schedule.
Craig is excellent in his approach. He offers guidance, alternatives, suggestions, and recommendations. He is clear and explains thing thoroughly. He is able to grasp the needs of our family and help guide us to achieve the goals that are best for us. No “one way is the only way” with him. He is detail oriented and clear that he will help us with detailed plans for our goals. Excellent communication and timely with responses. Great job, Craig!
If looking for great financial advice, Craig, John, and Kimberly at Thrivepoint Financial provide just that. They focus on truly considering personal needs and future plans to build a wealth management plan. They are very responsive to requests and questions and meet regularly to discuss potential changes and/or ensure the strategy is working well. Staff are also responsive and supportive. For personalized service and successful strategies, I strongly recommend Thrivepoint Financial.
Craig and his team have been awesome to work with ! From retirement planning to, now, four years into retirement ! These guys helped with all of it and are always there for us! Thanks Thrivepoint!
Craig is the most ethical and professional financial planner I have ever worked with. As a Certified Financial Planning company owner, he not only helps me grow my financial portfolio but he looks out for his client's well-being beyond their portfolio. He demonstrates true character to his customers, is transparent, proactive and innovates together. He is extremely customer focused, taking whatever action necessary, big or small, to help ensure his clients' current and future financial stability. I highly recommend Craig.
Frequently asked questions about Thrivepoint Financial
How is Thrivepoint Financial rated?
Thrivepoint Financial has a 5 star rating with 17 reviews.
When is Thrivepoint Financial open?
Thrivepoint Financial is closed now. It will open at 9:00 a.m.