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Welcome to Your Turning Point Leave doubt behind and turn down the clear path to your financial goals. Most people have financial questions, we love to provide answers that build confidence. Find a Clear Path to Your Financial Goals Whether you're saving for retirement, running a business, or just plain chasing a dream, you deserve to set your doubts aside and look forward to your future!
7210 Corporate Court, Suite A, Frederick, MD, 21703, United States
Get directionsWeekday | Schedule | Status |
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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 |
We’ve been with Turning Point for two years now, and have been very impressed. Brennan took the time to really understand our retirement plans and risk tolerance and make recommendations based upon our needs. He and everyone at Turning Point are always responsive to our (occasionally stupid) questions and really take the time to make us feel comfortable with our decisions. That level of trust is priceless, and truly appreciated.
“In the past 7 years I have been very pleased with Turning Point Financial. It is reassuring to work with financial advisers who are interested in my needs. Brennan and Michelle took the time to thoroughly explain what was happening with my account. They both have a depth of knowledge and are professional. I would gladly recommend the services of Turning Point Financial whenever possible.” – Shirley S.
Kurt and Turning Point provide excellent service. I have recommended them to others and will continue to do so. We started our relationship by using their COMPASS program to make sure we were on track with our financial goals for the future. Kurt ensures that he follows up with me regularly to review my investments to answer questions I might have. We also decided to engage Brandon to prepare our taxes who is also very detailed and responsive. They are a fantastic and grounded company. I feel very comfortable with Turning Po... read more
Turning Point has managed our investments for thirty-plus years and as fiduciaries always have our best interests in mind when making financial decisions. Tom and Brennan are very personable and knowledgeable. Our investments have grown exponentially and our financial situation is secure due to their management and foresight. I very highly recommend them.
I've been working with Brennan at TurningPoint for about a year now, and it would be very hard indeed to find a more knowledgeable, engaged -- and engaging -- advocate and fiancial advisor. He and the team at TurningPoint are patient in explaining the various options, and take the time to ensure that you're making informed decisions based on your stage of life and financial needs. These are real people, and they treat you as one in return. Highly recommended.
Turning Point Financial has a 5 star rating with 69 reviews.
Turning Point Financial is closed now. It will open at 9:00 a.m.