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DecisionPoint Financial
DecisionPoint Financial: Guía fiduciaria de confianza para una planificación de la jubilación segura.
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Business
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DecisionPoint Financial: Guía fiduciaria de confianza para una planificación de la jubilación segura.
DecisionPoint Financial en Mesa ofrece asesoría fiduciaria confiable y planificación de la jubilación. El equipo es elogiado por su integridad, capacidad de respuesta y un enfoque centrado en el cliente que hace que el proceso sea organizado y libre de estrés. Los clientes celebran relaciones de larga duración, algunas de más de una década, y aprecian un apoyo profundo que les ayuda a sentirse confiados en su futuro financiero.
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Estrategias personalizadas para asegurar una jubilación cómoda, que incluyen ahorro, planificación de ingresos y gestión de riesgos.
Gestión experta de carteras con enfoque en el crecimiento y la estabilidad, adaptada a sus objetivos financieros.
Orientación integral sobre presupuestos, impuestos y creación de riqueza de asesores fiduciarios de confianza.
Asistencia con testamentos, fideicomisos y planificación del legado para proteger sus activos para las generaciones futuras.
Sesiones personalizadas para ayudarle a comprender las estrategias financieras y tomar decisiones informadas con confianza.
Calificación general
Dan Borgie
As we retired we realized we needed to trust a fiduciary to really look after our retirement we worked so hard to save for. After researching many companies, we spoke with CJ and Devin at DecisionPoint and they quickly earned that trust. Now after several years with DecisionPoint, we couldn't be more happy with the way they have provided us with the expertise and guidance to ensure a comfortable retirement. Whether you are retired yet or planning for retirement, we highly recommend DecisionPoint Financial. And by the way, their entire staff is phenomenal!
Michele Canale
I’m so grateful for the team at Decision Point Financial. They’re incredibly kind, patient, and genuinely care about my future. It’s such a relief to work with people who truly listen and make me feel confident about my financial decisions.
Keith Hubert
CJ and Jess are who I work with the most and they have been absolutely amazing! Teaching me strategies I couldn’t have dreamed of to save me and make me money. They are also hand on in helping me understand and plan for the future. I feel like I’m in great hands. Would highly recommend and do to anyone in need.
Andrew Stepanek
Having been with Decision Point for over 10 years now, I can't recommend them enough. Scott, C.J. and team have always been available to answer any questions or concerns I have had. Even in bad times and down markets, they make special point to reach out to discuss any concerns I have. The returns my accounts have been producing under their management are outstanding and by far the best of any financial firm I have every worked with.
Briant Howard
I've been a client with Decision Point for years now. Their entire team operates with integrity and truly has their clients’ best interests at heart. They are always available, incredibly responsive, and such a pleasure to work with. Every interaction has been organized, quick, and efficient, which makes the process seamless and stress-free. Everyone there goes above and beyond, and it’s clear they care deeply about the people they serve. If you’re looking for a financial firm you can trust completely, Decision Point is the place.
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