FocalPoint Wealth Management

Services Offered

• retirement planning
• investment management
• financial guidance

About

FocalPoint Wealth Management is a financial planning firm based in Penfield, New York, with additional offices in Phoenix, Arizona, and Chico, California. The firm is founded by CERTIFIED FINANCIAL PLANNER™ practitioners dedicated to providing independent advice without the constraints of proprietary products. They offer a range of services including retirement planning, investment management, and financial guidance tailored to individual client needs. FocalPoint Wealth Management serves a diverse clientele, focusing on helping individuals and families navigate their financial journeys with integrity and transparency.

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Business Information