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Financial Pointe - Newbury Park, California

Address: 3323 Old Conejo Rd, Newbury Park, CA 91320, United States.
Phone: 8054993570.
Website: financialpointe.com.
Specialties: Financial planner, Financial consultant, Life insurance agency, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointment required, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

Location of Financial Pointe

Financial Pointe 3323 Old Conejo Rd, Newbury Park, CA 91320, United States

8054993570

Financial Pointe is a reputable financial services company located at Address: 3323 Old Conejo Rd, Newbury Park, CA 91320, United States. They can be reached at Phone: 8054993

Reviews of Financial Pointe

Financial Pointe - Newbury Park, California
chris manger
5/5

I’ve had Elad as my financial advisor over 15 years and consider him also a good friend. He has managed my portfolio in some very tough times. His extensive knowledge of retirement financial issues allowed my accounts to generate a generous cash flow when needed. I allowed him to take over my mother’s retirement finances and we both were never disappointed with his reliability. He’s very easy to talk to, and takes the time to explain the process and choices to reach the client’s goals.
The office staff is professional, friendly, and prompt responding to requests.

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