Turning Point Financial

Finance · Maryland, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

7210 Corporate Ct Ste A, Frederick, Mary...

Phone Number

(301) 846-9336

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Turning Point Financial

Turning Point Financial is a registered investment adviser based in Frederick, MD, offering a range of financial services including financial planning, investment management, tax and accounting, and insurance solutions. The company aims to help individuals and businesses achieve financial clarity and reach their goals through personalized support and comprehensive planning. With over 25 years of experience, they are committed to values such as integrity, empathy, and perseverance. Their services cater to clients seeking guidance for retirement planning, business financial health, and overall financial management.Explore more
Turning Point Financial's Social MediaPopular SearchesTurning Point Financial IncTurning Point FinancialTurning Point Financial CorpTurning Point Financial LLCTurning Point Benefit Group IncSIC Code 62,628NAICS Code 52,523Show more

Turning Point Financial Org Chart

KT
United States flag for contact location.

Chief Executive Officer & Co-Founder

PhoneEmail
CM
United States flag for contact location.

President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Turning Point Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Turning Point Financial

Compare insights from companies similar to Turning Point Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Turning Point Financial

<$5M
11-50
Private
<$5M
1994
KT
Kathy TroxellCEO & Co-Founder
<$5M
11-50
Private
-
2010
EM
Elizabeth MortensenChief Marketing Officer
<$5M
1-10
Private
-
1988
EL
Erryn LangleyFinancial Advisor & Director
<$5M
1-10
Private
-
2000
DM
D. MercurioFounder & CEO
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Turning Point Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Turning Point Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Turning Point Financial.

Turning Point Financial financials insights

Gather financial insights about Turning Point Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Turning Point Financial's Financials Insights

Turning Point Financial Tech Stack

A closer look at the technologies used by Turning Point Financial

Top Finance Companies

Frequently Asked Questions Regarding Turning Point Financial

What is Turning Point Financial's official website?
Turning Point Financial's official website is www.tpfinancial.com
What is Turning Point Financial's Revenue?
Turning Point Financial's revenue is <$5 Million
What is Turning Point Financial's SIC code?
Turning Point Financial's SIC: 62,628
What is Turning Point Financial's NAICS code?
Turning Point Financial's NAICS: 52,523
How many employees does Turning Point Financial have?
Turning Point Financial has 11-50 employees
What industry does Turning Point Financial belong to?
Turning Point Financial is in the industry of: Finance, Securities Trading
What is Turning Point Financial competition?
Turning Point Financial top competitors include: Rogers Financial Group, Cherry Wealth Advisors, Mercurio Wealth Advisors, Copper Canyon Wealth Management
What technology does Turning Point Financial use?
Some of the popular technologies that Turning Point Financial uses are: WordPress.org, PHP, Cloudflare Website Optimization, Barracuda Networks
How do I contact Turning Point Financial?
Turning Point Financial contact info: Phone number: (301) 846-9336 Website: www.tpfinancial.com
What does Turning Point Financial do?

Turning Point Financial is a registered investment adviser based in Frederick, MD, offering a range of financial services including financial planning, investment management, tax and accounting, and insurance solutions. The company aims to help individuals and businesses achieve financial clarity and reach their goals through personalized support a... nd comprehensive planning. With over 25 years of experience, they are committed to values such as integrity, empathy, and perseverance. Their services cater to clients seeking guidance for retirement planning, business financial health, and overall financial management.Read More

What are Turning Point Financial social media links?
Turning Point Financial Linkedin page Turning Point Financial Facebook page
Is Turning Point Financial a public company?
Turning Point Financial is private company therefore does not currently have an official ticker symbol
See more information about Turning Point Financial

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.