Thrivepoint Financial - Glastonbury, Connecticut

Thrivepoint Financial es una firma de gestión financiera que se ha consolidado como un socio confiable para individuos y familias que buscan asegurar su futuro económico. Con una sólida trayectoria y un enfoque personalizado, la empresa se dedica a ofrecer una amplia gama de servicios diseñados para satisfacer las necesidades financieras únicas de cada cliente. Su compromiso se centra en la planificación financiera integral y en brindar asesoramiento experto para ayudar a sus clientes a alcanzar sus objetivos.

Ubicación y Contacto

La sede de Thrivepoint Financial se encuentra estratégicamente ubicada en Dirección: 200 Glastonbury Blvd Suite 105, Glastonbury, CT 06033. Para facilitar el acceso, el Teléfono: 08159041 es el canal directo para programar citas y obtener información preliminar. La página web oficial, Página web: thrivepointfinancial.com, ofrece una plataforma completa para explorar sus servicios, conocer a su equipo y descargar materiales informativos. Se recomienda, para una experiencia óptima, concertar cita previamente a la visita.

Especialidades y Servicios Ofrecidos

Thrivepoint Financial se especializa en ofrecer servicios de planificador financiero y financial advisor. Esto implica una comprensión profunda de las finanzas personales y empresariales, lo que les permite crear estrategias a medida que abordan diversas áreas, como:

• Planificación de la jubilación
• Gestión de inversiones
• Planificación patrimonial
• Planificación fiscal
• Planificación de seguros
• Planificación para objetivos específicos (compra de vivienda, educación de los hijos, etc.)

Accesibilidad y Comodidad

Thrivepoint Financial se preocupa por la comodidad y accesibilidad de sus clientes. Su ubicación en Glastonbury cuenta con entrada accesible para personas en silla de ruedas, estacionamiento accesible para personas en silla de ruedas y sanitarios accesibles para personas en silla de ruedas, garantizando un ambiente inclusivo para todos. Además, dispone de un sanitario para mayor comodidad. La empresa valora la flexibilidad y ofrece opciones de visitas tanto presenciales como virtuales para adaptarse a los horarios de sus clientes.

Opiniones y Reconocimiento

Según las valoraciones disponibles en Google My Business, Thrivepoint Financial cuenta con 17 valoraciones, todas con una media de 5/5. Esta alta calificación refleja la satisfacción de sus clientes con la calidad de sus servicios y la atención personalizada que reciben. La capacidad de ofrecer tanto consultas en persona como virtuales, como se menciona en algunas reseñas, demuestra un compromiso con la adaptabilidad y la conveniencia del cliente. Se percibe un equipo profesional, atento y paciente, dispuesto a responder a cualquier pregunta y a guiar a sus clientes a través del complejo mundo de las finanzas. La rapidez en la gestión de las tareas y la eficiencia del personal son aspectos frecuentemente mencionados por los usuarios.

👍 Opiniones de Thrivepoint Financial

Denise W.

5/5

Craig and the staff at Thrivepoint Financial have been fabulous! I have been consulting with Craig for several years and have come to trust his judgment and appreciate his patience and clarity when I have questions. The staff is helpful and prompt to get things done. I love that Thrivepoint is able to offer both in-person and virtual visits to accommodate my schedule.

ines S.

5/5

Craig is excellent in his approach. He offers guidance, alternatives, suggestions, and recommendations. He is clear and explains thing thoroughly. He is able to grasp the needs of our family and help guide us to achieve the goals that are best for us. No “one way is the only way” with him. He is detail oriented and clear that he will help us with detailed plans for our goals. Excellent communication and timely with responses. Great job, Craig!

Cynthia H.

5/5

If looking for great financial advice, Craig, John, and Kimberly at Thrivepoint Financial provide just that. They focus on truly considering personal needs and future plans to build a wealth management plan. They are very responsive to requests and questions and meet regularly to discuss potential changes and/or ensure the strategy is working well. Staff are also responsive and supportive. For personalized service and successful strategies, I strongly recommend Thrivepoint Financial.

George P.

5/5

Craig and his team have been awesome to work with ! From
retirement planning to, now, four years into retirement ! These guys helped with all of it and are always there for us! Thanks Thrivepoint!

Linda A.

5/5

Craig is the most ethical and professional financial planner I have ever worked with. As a Certified Financial Planning company owner, he not only helps me grow my financial portfolio but he looks out for his client's well-being beyond their portfolio. He demonstrates true character to his customers, is transparent, proactive and innovates together. He is extremely customer focused, taking whatever action necessary, big or small, to help ensure his clients' current and future financial stability. I highly recommend Craig.

Steven R.

5/5

As an Elder Law Attorney, I meet with Financial Planners all the time, but having worked with Craig, I feel like he spoils me. Craig is absolutely prepared for every meeting to go over the client's wishes, discuss their options with them, and has taken the time to learn their estate plan's inside and out so he can show them how it all works together. His patience in explaining the options and keeping everyone informed is all you can ask for. Without hesitation, I recommend Craig and his team.

Russell S.

5/5

Thoughtful and individualized investment planning. Thrivepoint is customer focused and in regular communication with their clients.

allwoodmike

5/5

Im writing this review to really give a special thanks to the team at Thrivepoint Financial. The services your company have been providing me and my business are simply fantastic and extremely profitable. As you know we work very very hard for our income daily and there is no other financial company i would ever trust more with our future! Thank you Thrivepoint Financial. Your are the best!