Our Qualifications

We realize that you have many choices when it comes to financial services.  At First Point Financial, we are independent and objective. 

Each of our associates has extensive personal and professional experience.  Together we have over 150 years of professional experience.  Many hold various professional designations, and qualified representatives are registered to sell a variety of investment products and licensed to offer insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide helps point toward a more sound financial future.

We’re looking forward to using our knowledge and experience to help you pursue your financial goals.