FocalPoint Wealth Management
441 Penbrooke Drive, Penfield, NY 14526
Hours open
Monday:
8:00 AM - 4:30 PM
Tuesday:
8:00 AM - 4:30 PM
Wednesday:
8:00 AM - 4:30 PM
Thursday:
8:00 AM - 4:30 PM
Friday:
8:00 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
FocalPoint Wealth Management is a premier finance institution located at 441 Penbrooke Drive in Penfield, New York, United States. Our team of experienced financial advisors specializes in providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your investments, FocalPoint Wealth Management is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Reviews
"Very knowledgeable and understanding. They got to know me as a human being so they knew what my aspirations and goals were and how they could translate that into investing and saving for my retirement. For what it’s worth, I usually don’t post these kind of reviews but I was blown away from the service that was provided for me."
"As a young investor I appreciate the guidance that the FocalPoint Wealth team has provided me in order to build a foundation of investing for my future."
"If you’re looking for a top-notch Financial Advisor you won’t do better than Focal Point! Steve, AJ and Justin are phenomenal - taking all our concerns, from planning to management to taxes, under their care so that we can go out and enjoy life knowing that they have our backs! They reach out to us proactively and always respond quickly. We are also thrilled with their success at keeping us prosperous. Best of the best!"
"The FocalPoint Team has helped me plan for my future while making sure I can handle everything going on in the present! I do not know a lot about financial planning but they were able to explain things to me at a level I can understand and feel comfortable with."
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