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Turning Point Financial
- Investment Service
- Frederick, MD
About this business
Location details
7210 Corporate Court, Suite A, Frederick, MD, 21703, 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 |
I have been working with Ryan Morisey for a couple of months now and my experience with him has been outstanding! Ryan takes his time to understand my financial goals and translate them into a clear step by step plan with realistic milestones. Fees are explained upfront and there is full disclosure of potential risks and trade offs. I am very satisfied with the services I have received thus far!
In recent years I fit into a particularly nuanced tax situation that is not well-known among tax accountants. I found out that several other accountants had made mistakes on my tax documents and tax return. TP Financial helped me untangle the issue and resubmit my tax return. Blake acted with such thoroughness and attention to detail - it was a particularly nuanced case, but we were able to come to the right answer together. I am so grateful to Blake and to TP Financial for helping me sort this out. They are wonderful!
Ryan helped my husband and I set up our life insurance policies. He made the process simple and stress-free. Very knowledgeable and personable. We appreciate his help and expertise!
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.
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
Frequently asked questions about Turning Point Financial
How is Turning Point Financial rated?
Turning Point Financial has a 4.8 star rating with 73 reviews.
When is Turning Point Financial open?
Turning Point Financial is closed now. It will open at 9:00 a.m.