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Turning Pointe Wealth Management
- Investment Service
- Tempe, AZ
About this business
In 2011, after more than 15 years as a financial service advisor, I reached my Turning Pointe. It had become clear to me that the best way to provide unbiased strategies to my clients was to do it from a platform that would always put their needs first. So, I developed the Turning Pointe Method, which provides individually tailored advice to each of our clients. Using my method, we start each client relationship with a different kind of conversation: one that is based on strategies that are the most critical and important i... read more
Location details
60 E Rio Salado Pkwy Suite 900, Suite 900, Tempe, AZ, 85281, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 a.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Keith is the financial planner for a good friend of mine. From what I've heard Keith is professional and a very easy person to work with; However, he is also primarily an insurance salesmen who tried to pressure my friend into buying Whole Life insurance as a retirement investment vehicle. I would vouch for the service that Keith is providing if it was independent. However, since Keith is not paid for his services it is presumed that his source of income is to convince unwitting people to buy poor retirement plans (such a... read more
Keith Klein is a true professional. He cares about the needs of his clients and has the experience and training to offer great advice. I would recommend him any day.
Frequently asked questions about Turning Pointe Wealth Management
How is Turning Pointe Wealth Management rated?
Turning Pointe Wealth Management has a 5 star rating with 1 review.
When is Turning Pointe Wealth Management open?
Turning Pointe Wealth Management is closed now. It will open on Monday at 8:00 a.m.