Thrivepoint Financial

Denise Wagner 

on Google

a year ago

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. 

Cynthia Hodsdon 

on Google

a year ago

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. 

ines schroeder 

on Google

a year ago

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! 

Linda Audibert 

on Google

4 years ago

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. 

Steven Rubin 

on Google

4 years ago

As an Elder Law Attorney, I meet with Financial Planners all the time, but having worked with Craig, I feel like he spoils me. Craig is absolutely prepared for every meeting to go over the client's wishes, discuss their options with them, and has taken the time to learn their estate plan's inside and out so he can show them how it all works together. His patience in explaining the options and keeping everyone informed is all you can ask for. Without hesitation, I recommend Craig and his team.