Turning Pointe Wealth Management - Tempe, Arizona

Turning Pointe Wealth Management is a financial planning and investment service company located at Address: 60 E Rio Salado Pkwy #900, Tempe, AZ 85281, United States. They can be reached via phone at 4809872700 or through their website at tpwm.co.

This company specializes in providing financial planning and investment services. They have a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet, making it convenient for people with disabilities. They also have regular toilets and recommend making appointments. According to Google My Business, Turning Pointe Wealth Management has received 2 reviews with an average opinion of 3/5.

When it comes to choosing a financial planning and investment service, it's essential to consider several factors. First and foremost, it's essential to choose a company with a solid reputation and a proven track record. Turning Pointe Wealth Management has been in business for several years and has established itself as a reputable and trustworthy company.

Another essential factor to consider is the level of personalized service that the company provides. Financial planning and investment services are not one-size-fits-all, and it's crucial to choose a company that takes the time to understand your unique financial situation and goals. Turning Pointe Wealth Management is known for providing personalized service and customized financial plans that meet the specific needs of its clients.

Location is also an important consideration. Turning Pointe Wealth Management is conveniently located in Tempe, Arizona, making it easily accessible for clients in the surrounding areas. They have wheelchair-accessible facilities, making it convenient for people with disabilities to visit their office.

Lastly, it's important to choose a company that has a range of financial planning and investment services to choose from. Turning Pointe Wealth Management offers a variety of services, including retirement planning, investment management, and estate planning. They have the expertise and knowledge to help you make informed decisions about your financial future.

Reviews of Turning Pointe Wealth Management

O M

1/5

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 as whole life insurance). This prey upon the weak mentality has no place in the financial services sector. Please straighten up your act Keith.

Amy Poblete

5/5

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.