The Point Financial Group, Inc. is a US-based independent financial services firm that provides comprehensive financial planning and wealth management services. The company focuses on building long-term relationships with its clients by creating customized financial strategies tailored to individual needs. Its core mission is to offer personalized guidance to help clients navigate complex financial matters, including retirement planning, investment management, estate conservation, and insurance. The firm emphasizes its independence, which allows it to offer objective advice and a wide range of products and services without being tied to proprietary offerings.

Founded in

United States