Turning Pointe Financial
Finance · New Jersey, United States · 1-10 Employees
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Overview
Headquarters
90 E Halsey Rd Ste 333-1982, Parsippany,...Phone Number
(973) 585-4399Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Turning Pointe Financial
Custom Pointe Financial specializes in simplifying retirement and income planning to help clients pay less in taxes and retire debt-free. They offer services such as retirement income planning, lifestyle savings plans, debt-free roadmapping, income optimization, and asset protection. Their target clients include individuals with $100k-$2M in retirement savings who prioritize safety over market volatility. The company emphasizes a straightforward approach to financial education, aiming to reduce anxiety and enhance financial peace of mind.Explore more
Turning Pointe Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Turning Pointe Financial
<$5M
1-10
Private
-
2021
SS
Sara SchollFounder, Turning Pointe Financial & Certified Financial Planner & Professional
Company Profile Activity
Activity Insights
Turning Pointe Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Turning Pointe Financial Tech Stack
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Custom Pointe Financial specializes in simplifying retirement and income planning to help clients pay less in taxes and retire debt-free. They offer services such as retirement income planning, lifestyle savings plans, debt-free roadmapping, income optimization, and asset protection. Their target clients include individuals with $100k-$2M in retire... Read More
